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Health Management OverviewUnderstanding Health Management Data FieldsHealth Management WorkflowHealth Management Automated NotificationsHealth Management Roles and Permissions
Health Management

Health Management Automated Notifications

Learn about the automated email notifications sent by the Health Management module.

Automated Notifications

The Health Management module uses automated email notifications to keep relevant personnel informed, especially about items that are due or overdue.

Key Notification: Health Record Overdue

This is one of the most common notifications.

  • Purpose: To inform an individual (and/or their manager, depending on configuration) when one of their health items is due for renewal or has become overdue.
  • Subject Line Example: Your [Health Item] is due for renewal
    • (The [Health Item] placeholder is replaced with the actual name of the health item, e.g., "Flu Vaccination").
  • Email Content Example: The email typically includes:
    • The person's name and the specific health item.
    • Details like Health Type, Provider, Scheduled/Renewal Date, and any comments.
    • A direct link to open and view the record in the system.
  • When is it sent? This notification is usually triggered when a record's status changes to 'Overdue' (because the 'Scheduled/Renewal Date' has passed).
  • Who receives it? Typically, the email is sent to the person listed in the 'Person' field of the health record. Other stakeholders might be included depending on your organization's setup.
  • Timing: Emails are usually sent at a predefined time each day (e.g., 8:00 AM).

Notification Badges on Records

In addition to emails, you'll often see notification badges directly within the Health Management module's record lists. These visual cues (e.g., 'Overdue: Flu Vaccination - Due: 01/07/2024') provide an immediate way to identify records that are in an 'Overdue' status and require attention.

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Health Management Workflow

Understand how Health Management records move through different statuses, from creation to completion or archival.

Health Management Roles and Permissions

Understand how different user roles affect access and actions within the Health Management module.

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Automated NotificationsKey Notification: Health Record OverdueNotification Badges on Records