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Notifications Setup

Creates Notifications to display in system.

Creates Notifications at the agency, module, user, payer, and location levels.

Add: A new value can be added to the list using the plus button on the top right.

When Add is selected, it opens the data entry for adding a new notification based on Type selection.

Once the Type is entered, select Save to add the value to the list or Save & Add to add the value to the list and add more. Selecting Cancel will take the user back to the Quick Pick list of values without adding a new value.

Type:  The area of the program where the user wants the notification to display.

  • All: As soon as the user logs in, the notification will display.
  • Module: Another field will appear with a list of Modules to choose from, the notification will display when the selected Module is opened.
  • User: Another field will appear with a list of users from User Maintenance to choose from, the notification will display when the selected user logs in.
  • Use of Payer: Another field will appear with a list of Payers to choose from, the notification will display when the selected payer is used on the Payers Tab.
  • User of Payer: Both the User and Category/Payer fields to appear. This notification combines the previous two notification types to alert when the selected payer/payer type is utilized by a specific user.
  • Use of Location: Another field will appear with a list of Locations from the Picked Up/Taken To Locations setup to choose from, the notification will display when the selected location is used.

Agency: Allows a notification to be directed to the current Agency or All Agencies for the company.

If Current Agency selected, and the user is not logged into that Agency, the notification will not be displayed.

Title: Identifies the Notification Entry in the grid.

Start Date/End Date: Enables the user to use the calendar or type in dates to provide a range in which the notification will appear.

Message: Text box where users enter text associated with the Notification.

Filter: To narrow the results of a list, begin typing the title you are searching for.

Actions:

Edit: If changes need to be made to an entry, use the edit button.
Delete: Remove an existing entry.