Notifications Tab

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.

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.

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 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.