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Can I notify others by email when I add a progress note?


Updated by BRIGHT

Progress Notes

Yes. When creating a note, tick the boxes under "Send email to notify" for whichever groups you want informed: Referral creator, Assigned OIC, All contributors, and/or Service providers.

Email Notification Sample

Progress Notes Email NotificationA sample of an progress note email notification can be seen here. Do note that the email notification will not contain the actual contents of the progress notes, and you will need to view the note directly on BRIGHT.

A few things to note:

  1. Notifying anyone is optional — you can save a note without triggering email notifications.

  2. The Service provider option only applies once an SP has been assigned to the referral

  3. You will not receive an email for your own note, even if you fall within a group you selected (e.g. you're a contributor and you tick "All contributors").

  4. Edits and deletions to a note don't trigger any email notification.

  5. (SP users) Progress note emails sent to "Service provider" follow your notification settings — make sure the relevant service and location are both toggled on under Notification settings, or you may not receive them.See I am not receiving email notifications correctly? How can I manage my email notifications? for details.

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