Notifications

What you'll learn: How to view and manage notifications, understanding different notification types, and staying informed about important events.

The Notification Bell

In the top right corner of your screen, you'll see a bell icon. This is your notification center.

• Red dot — You have unread notifications
• No dot — All notifications have been read

Click the bell to open your notification panel.

Types of Notifications

Appointment Notifications

Appointment Reminders

• Alerts about upcoming appointments
• Helps you prepare for scheduled visits

Appointment Cancelled

• When a patient cancels their appointment
• Lets you know about schedule changes

Team Notifications

Time Off Request

• When a team member requests time off
• Only visible to managers and admins

Time Off Approved

• Confirmation that your time off request was approved

Time Off Rejected

• Notification that your time off request was not approved

System Notifications

System Alerts

• Important updates about your account
• Maintenance notices
• Feature announcements

Reading Notifications

When you click the bell icon:

1. A panel opens showing your recent notifications
2. Unread notifications appear highlighted
3. Each notification shows:
   • The type of notification (icon)
   • A brief message
   • When it was sent

Managing Notifications

Marking as Read

• Click on any notification to mark it as read
• The red dot disappears when all notifications are read

Deleting Notifications

• Click the delete or dismiss option on a notification
• Removes it from your notification list

Viewing All Notifications

• If you have many notifications, scroll through the list
• Older notifications appear further down

Notification Tips

Check regularly — Glance at the bell icon when you log in to catch important updates.

Act on appointment cancellations — When you see a cancellation, you may want to reach out to the patient or open that time slot for others.

Respond to time off requests — If you're a manager, try to respond to team requests promptly.

What Triggers Notifications

Notifications are automatically created when:

• An appointment is approaching
• A patient cancels an appointment
• A team member submits a time off request
• An admin approves or rejects time off
• There's an important system update

You don't need to configure anything — notifications work automatically based on your role and the events in your practice.

---

Next: Viewing Your Patient List | Previous: Navigating the Application