Notifications Tab
The Notifications tab on the Home Module is comprised of three sections used to handle communications from HHAeXchange, between internal employees, and all active Caregivers.
Sections |
Description |
---|---|
Notifications |
(System Notifications) Messages from HHAeXchange announcing new functionality, changes in Homecare health regulations, or other miscellaneous information affecting an Agency or the HHAeXchange system. |
Messages |
Create and review internal messages as well as send messages to Caregivers via Conexus. |
To-Do’s |
Messages sent between system users that include a “Due Date” component. Create reminders for self or other users (for example, a role group) with deadlines to complete tasks. Set recurring To-Do’s if an action is required on a consistent schedule. Refer to the To-Do’s section below. |
Viewed notifications are removed from the Home page. To view past or viewed communications, use the Manage Notifications/Manage Messages/To-Do’s links in each respective section. Refer to the Manage Notifications section below for details.
Create or send tasks for self and other users using the To-Do’s section. Click the New To-Do link to create a task.
The New To-Do window opens. Select the recipient(s) in the To field (Myself, Roles, or Users). Select the Priority, Due Date, and enter a Description.
Select optional task setting for recurring tasks and/or to ensure selected others receive notifications associated with the task. Click Save to finalize.
The task then appears under the To-Do section.
A Manage Notification link appears on each section at the top-right corner. Use the Manage Notifications to search for messages by entering a From/To Date range, Priority, and Status.
This functionality applies to all sections in the Notifications tab.
There are three Priority levels that can be assigned to messages: High, Medium, and Low. Under the Priority column, High priority messages appear in red, Medium in orange, and Low are not color-coded.
The static Alert icons (with counters) seen at the top of the webpage to the right of the Navigation Panel, are used to notify if and how many notifications/messages reside in each section at a given time.
In the image below, there are 229 Notifications, 1 Message, 1 ToDo’s, and 0 Open Cases. The Open Cases Alert icon reflects the number of Linked Contract Patient Placements that are pending placement.