New Assignment NotificationNew 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 Assignments NotificationThe pending assignments notification is a list of all pending notifications 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 assignment.
Weekly NotificationsYou can opt in to receive notifications for when a new follow up is assigned to you. You can also receive a weekly notification on a day of your choosing listing all incomplete follow ups assigned to you.
Click the "More" Dropdown
Choose "Follow Ups" from the list.
Click the bell icon in the upper right.
Change the notification settings to what you desire.
Using the Notifications tool, you can receive a weekly email on the day of your choosing listing all assigned, completed, and past due follow ups from the past week.
To set up these notifications, follow the directions found on our notification article.