Set up activity notifications

Tell patients, leads or staff automatically when an activity is created.

Table of Contents

Each activity type can send a message when an activity of that type is created.

Turn it on

Go to Setup and open Activity Types.
Click Create Activity Type, or click a type you made. Built-in types cannot be changed.
Open the Notifications tab.
Turn on Client/Lead Notification to tell the patient or lead.
Turn on Employee Notifications to tell the assigned staff member when someone else gives them an activity.
Write the message, using template tags if you want, and save.