04. Client & User Notifications

Overview

This article provides an overview of how agencies can utilize client-level notifications in ClientTrack for dedicated reminders, notices, and incident reports associated with a client record. ClientTrack can also help users set their own user-level notifications for reminders of upcoming tasks or deadlines.

More About This — Further important information is found in this section.
Details — Specific details and/or step-by-step workflows will be described in this section.
Video — Any relevant videos will be posted in this section.

More About This

User-level and client-level notifications are secure methods for notifying scheduling high-priority reminders or client incident reports within ClientTrack's interface.

Details

There are two levels of notifications within ClientTrack: user-level notifications and client-level notifications:

Client-level notifications can be viewed across agencies. Client-level notifications are a secure method for agencies to employ dedicated reminders, notices, or incident reports associated with a client’s record.
User-level notifications can only be viewed by the user who created them. User-level notifications serve as reminders of upcoming tasks or deadlines.

Client-Level Notifications

To access and create client-level notifications:

Navigate to the desired client's record within the Clients workspace:

On the Client Dashboard, click the bell icon at the top to access the Clients Notifications menu:

In the Clients Notifications menu bar, users can click either the View Notifications bell icon or the Add Notifications plus-sign icon, depending on the desired action.

On the New Notification form, complete the required fields with information about the desired new client incident or notification.
Once complete, click Save:

User-Level Notifications

To access the user-level notifications menu, navigate to the user dashboard located in the top-right corner of the screen, and click the bell-shaped Notifications icon:

Next, click the Add Notifications plus-sign (+) icon located in the top-right corner of the user-level Notifications menu:

On the New Notification form, complete the required fields with information about the desired new notification.
Once complete, click Save:

To view current and previous User Notifications:

Select the View Notifications bell icon within the Notifications menu:

You will be directed to the Notifications/Alerts form, where you can opt to show only current notifications or to filter notifications by status:

Filtered notifications will appear in the results box at the bottom of the page:

Video

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