- Calendar updates
- Q-Log updates
- Tag updates
- For Review tab
- Appointment reminders
- Portal notifications
- Email file
There are three ways to receive notifications from the calendar. This includes an internal notification, "Q-Log" notification, and an email notification.
If you are logged into BestNotes, you will receive a notification in the top center of your screen at the appointment time (see Figure 1-1).
Figure 1-1. Internal notification displays at time of appointment.
You can set up additional notifications (Q-log/Email) when logged into BestNotes:
- Navigate to "Settings."
- Select "My Account."
- Set your preferences to allow "Q-Log" and/or "Email" notifications.
If you select "Q-Log" you will receive a notification in your "Q-Log" tab (see Figure 1-2). If you select "Email" you will receive an email notification (see Figure 1-3).
Figure 1-2. "Q-Log" notification.
Figure 1-3. "Email" notification.
When creating a "Q-Log" message, you have the option to initiate an "Email" notification to the participants listed (see Figure 1-4). This will send an email to the email address on file for the participants. This email message only lets the participant know that they have a new "Q-Log" message, and they must log in to BestNotes to view the content of the message.
Figure 1-4. "Q-Log" email notification.
Selecting tags in the "Tag Notifications" section of the "User Details" screen will send a notification of that tag being added or removed from a contact to the "For Review" tab of the dashboard for that user (see Figure 1-5 and 1-6). If the user selects "Email Tag Notifications", then they will also receive an email notification of the tag update (see Figure 1-7 and 1-8).
Figure 1-5. Selecting "Tag Notifications."
Figure 1-6. "For Review" notification.
Figure 1-7. Select "Email Tag Notification."
Figure 1-8. "Email Tag Notification."
For Review tab
In addition to "Tag Notifications", you will also receive notifications in your "For Review" tab when you have locked documents that require your signature (see Figure 1-9). For more information visit For Review.
Figure 1-9. Locked documents on "For Review" tab.
For an additional cost of 5¢ per message, your patients can be opted in to receive text-message reminders of appointments. For more information visit Appointment Reminders.
When using the portal, your patients will receive email notifications regarding their portal. The patient will receive a verification email for their submitted a application (see Figure 1-10), and a request to review and sign the document that you portalized (see Figure 1-11).
Figure 1-10. Submission of application.
Figure 1-11. Portalizing the document.
Figure 1-12. Document to be reviewed and signed.
When you set up your portal, an admissions personnel is assigned to receive notifications. This personnel will receive an email to alert them to a new admission via the portal (see Figure 1-12).
Figure 1-12. Alert of new application submission.
Within the client's "Files" tab, there is the ability to email that file (see Figure 1-14).
Figure 1-14. Email file.
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