What is the article's purpose?
- This article includes e-mail and SMS notifications information, how these notifications are triggered and portal notification information.
- This article outlines where certain e-mail and SMS notifications for occupational health are setup. It also outlines how the e-mail and SMS notifications are triggered and who receives them.
- The expected outcome of the article is to instruct the user where to set up notifications and show how they are triggered.
Registration Email, SMS Validation, Password Reset, Password Change, Questionnaires & Notifications
How is the notification triggered?
|
Template |
Recipient |
Triggered by |
|
Registration email template |
Manager |
Referral portal account activation |
|
SMS validation template |
Employee |
Questionnaire/document to review |
|
Password reset email template |
Manager |
Password reset requested |
|
Password change email/SMS/print template |
Manager |
Password changed on their behalf and sent manually |
|
Questionnaire document template |
Internal |
Questionnaire completed |
|
Notification email/SMS template |
Manager |
Notification received (SLA failure, new message, report released) |
Where to set up the notification?
- From the Start page, select Admin
- In the Admin panel, select Configuration
- In the configuration list, select Online Portal
- Scroll through the display to the Occupational Health Portal Templates panel
Requests, Assessments, Patient & Manager
How is the notification triggered?
|
Template |
Recipient |
Triggered by |
|
Request email/SMS template |
Employee |
Request to complete questionnaire sent |
|
Assessment document template |
Manager/Employee |
Questionnaire ‘passed’ |
|
Patient email template |
Employee |
Assessment result available and ‘Email assessment result to patient’ is ticked |
|
Manager email document template |
Manager |
Assessment result available and ‘Email assessment document to manager’ is ticked |
|
Manager email document notification template |
Manager |
New assessment results are available to view in the portal |
Where to set up the notification?
- From the Start page, select Admin
- In the Admin panel, select Configuration
- In the configuration list, select Online Portal
- Scroll through the display to the Pre-placement questionnaire
Reports & Rejection Letters
How is the notification triggered?
|
Section |
Recipient |
Triggered by |
|
Patient Review of the Report |
Employee |
Report sent to employee for review |
|
Patient Invitation to see the Report |
Employee |
Report released, if the patient does not wish to review their report prior to release |
|
Manager Review of the Report |
Manager |
Report released |
|
Templates > Report Template |
Manager/Employee |
Report written |
|
Templates > Rejection Letter Template |
Manager |
Referral rejected |
|
Report default texts |
Manager |
Pre-populates the ‘Summary’ and ‘Detail’ before the report/rejection letter is written |
Where to set up the notification?
- From the Start page, select Admin
- In the Admin panel, select Work
-
Under Configure Work Types menu select Occupational Health
- Scroll through the display of options in the panel.
Portal Notifications
The following actions will trigger a notification in the Occupational Health Portal. Based on the manager's contact options, they will also receive an email/SMS.
- Referral discharged/rejected (the notification text is generated based on the referral state, e.g.: Referral has been released but the patient refused the medical report
- A shared collaboration message/reply posted
- SLA notifications: appointment was not booked/placed within SLA, contact protocol was not followed within the SLA, medical report was not finished within the SLA,
- A shared document has been deleted/restored
- An employee download the OH report
- A referral has been reallocated