Automatic Email
The Automatic Email section is used to facilitate system-generated automatic emails triggered by specific functions performed in the system for Linked Patients. The Automatic Email library of Common Notifications includes a diverse number of notification emails created according to functionality and business needs.
To add specific intended recipients, click the Edit link corresponding to the applicable Common Notification (right-most column).
For example, the Authorization Edited notification is selected.
Once the Edit link is clicked, the Automatic Email Recipients window opens for the Authorized Edited notification. Select specific recipients and/or recipient groups (e.g., Patient Coordinator and Roles).
Only intended recipients can be edited using the Automatic Email functionality. Refer to the table below describing recipient types.
|
Recipient Type (Select…) |
Description |
|---|---|
|
|
Enter specific recipient’s email address to receive notification. Enter as many email addresses as needed separated by a comma and space. |
|
Coordinator of Patient |
Directs the system to automatically send an email notification to a Patient’s Coordinator as indicated in the system. |
|
Roles |
Expands a multi-select dropdown menu to indicate applicable roles to receive notification. The dropdown defaults to “All”; Users may select a specific role as assigned by the Agency. |
Select the Active checkbox to generate an automated message for all entered recipients when the appropriate condition is met. To stop the automated message for all recipients, unselect the Active checkbox.
To ensure that notification emails are received, click the Add button in the Received Note Notification section, underneath the Automatic Email section. Click the Add button to indicate the triggers (selected under the Note Reasons field) for the notification.
On the Automatic Email window complete the required fields.
|
Field |
Description |
|---|---|
|
Notification Name |
Required field which is the subject or title of the notification used to identify the notification under the Received Note Notifications column. |
|
Note Reason |
Required field used to select which reasons trigger an automatic email (functionality to execute). Note Reasons originate on the Payer side and indicate the corresponding Payer. The dropdown menu defaults to All; however, each dropdown is populated with associated Payer Reasons by Office.
|
|
Emergency of Priority |
Select Yes, No, or All. This field allows the User to configure the priority of the messages so that emails are only sent based on priority settings.
|
|
Recipients |
Refer to previous section. |
|
Active |
Refer to previous section. |
The following image is a sample email notification for a Confirmed Placement.
