Follow Up Notifications

Overview: Follow Up assignment email notifications allow the recipient to quickly view the Follow Up name, description, due date, note associated (if applicable), and some contact details for the person the follow up is for. The email also contains a link allowing the recipient to mark the follow up as complete. This link does not require the user to log-in or have Breeze access.

New Assignment Notification

New assignment notifications are emailed to the assigned user when the assignment is made. They contain information about the assignment as well as information about the person the follow up is for. 

Pending/Incomplete Assignments Notification

A list of all pending/incomplete notifications are sent out once a week to the person they are assigned to. This email will only go out if there is at least one pending/incomplete assignment. 

Turn Off Notifications

The above notifications are turned on by default. You may also opt to turn off these emails as well.
To turn on or off notifications:
  1. Click the "More" Dropdown

  2. Choose "Follow Ups" from the list. 

  3. Click the bell icon in the upper right.

  4. Change the notification settings to what you desire.

  5. Click "Save."



Additional Weekly Notifications

If you would like to receive, weekly notifications listing all assigned, completed, and past due follow ups from the previous week. Use the notifications under your user settings to set this up.  

To set up this follow up notification: 

  1. In the top right of the screen, click your user account icon (2020-05-14_14-34-41.png).
  2. Click "Notifications" in the dropdown menu
  3. Select the Follow Ups notification. 
  4. Click "Update"


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  • When you complete a Follow Up Notification and leave a note, how is that note sent to the Follow Up assigner or how does the Follow Up assigner see that note? 

  • @skaraba great question! For the Follow Up assigner to view completed follow ups with the completed note, they'll need to look at Completed Follow Up Assignments. Make sure to edit the Columns to include "Notes Completed". I hope that helps!