Automatic Emails for Linked Contract Patients

The Automatic Emails functionality is located at the bottom of the Edit Office page. To view and set Automatic Emails, go toAdmin > Office Setup > Search Office > Search [Select Office] and scroll to the bottom to the Automatic Email section.

Add and Edit Email Notification Recipients Closed

To add specific intended recipients, click the Edit link corresponding to the applicable Common Notification such as Authorization Edited. Select specific recipients and/or recipient groups such as Patient Coordinator and Roles. Only intended recipients can be edited using the Automatic Email functionality.

Recipient Type (Select…)	Description
Email	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, deselect the Active checkbox.

Common Notifications Closed

The following table lists the various common notifications currently in the system.

Common Email Notifications
Title	Description – To/From (typical recipients)
Caregiver Mobile Opt-Out	Alert indicating that a Caregiver has elected to be unlinked from an Agency.
Request for New Placement	Recipients receive notification when Payer (broadcasts) sends out a New Placement request.
Cancellation of Placement	Payer cancels a Placement request.
Confirmed Placement	Payer sends a Confirmed Placement request.
Revoke Placement	Payer revokes Placement.
Travel Time Approved	Payer approves Travel Time.
Travel Time Denied	Payer denies Travel Time.
Travel Time in Review	Payer is in review of Travel Time.
Patient’s Status Changed to Hold	Payer changes the Patient’s status to Hold.
Hold Patient Reactivated by Payer	Payer reactivates a Patient (from Hold status).
Patient’s Status Changed to Hospitalized	Payer changes a Patient’s status to Hospitalized.
Discharge Date Entered	Payer enters a Patient’s Discharge Date.
Discharge Date Updated	Payer updates a Patient’s Discharge Date.
Discharge Date Deleted	Payer deletes a Patient’s Discharge Date.
Patient’s Status Changed to Discharged	Payer changes the Patient’s status to Discharge.
New Authorization	Payer adds a new Authorization.
Authorization Edited	Payer edits an Authorization.
Authorization Deleted	Payer deletes an Authorization.
New/Update to Blackout Date	Payer adds or updates a Blackout Date.
Blackout Date Deleted	Payer deletes a Blackout Date.
E-Billing Batch Notification	Payer informs Provider that an E-billing batch has been created and is ready for download.

Received Note Notification Closed

To ensure that standard notification emails are received, add a Received Note Notification located below 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 as indicated on the table below the image.

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. Note Reasons originate on the Payer side and indicate the corresponding Payer. The dropdown menu defaults to All; however, dropdown values are based on the associated Payer Reasons by Office.
Emergency of Priority	Select Yes, No, or All to configure the priority of the messages; emails are only sent based on priority settings. Yes = Urgent No = Not urgent All = Applies to all messages regardless of priority settings
Recipients	Refer to previous section.
Active	Refer to previous section.

The following is a sample email notification for a Confirmed Placement.