Notifications

The bell in the header shows updates from clinics that you can access. The Notifications page shows the same updates.

Inbox

1. Click the bell. The heading is Notifications. If there are unread updates, the heading shows the count.
2. Select All, Unread, Needs attention, or Archived. The bell uses Attention for Needs attention.
3. Click View all notifications to open the full page.
4. Select a clinic. The default is All authorized clinics. The current clinic has the label (current).
5. Select a category. The categories are sessions, automations, imports, sync, exports, fax, and system. Form updates appear under automations.

Click an update to open its result. Each row has Mark as read, Mark as unread, Archive, and Restore.

Click Mark all as read to change unread items in the selected filters to read. The bell uses Mark all read. On a narrow screen, it uses Read all. The settings icon opens Notification settings.

An empty list says All caught up and No notifications match these filters. If the list does not load, the title is Notifications unavailable. Click Retry to try again.

The full page title is Notifications. The text under it reads Review updates across your authorized clinics.

What shows up

Each update uses a name from Notification settings:

• Sessions: Draft ready for review, Chart review needed, Note ready, Note processing failed, Transcription failed
• Automations: Automation complete, Automation failed, Automation needs attention, Automation approval requested, Automation message, Automation needs your input, Form submission received, Form assigned to you, Form automation failed
• Imports: Pocket import failed, Pocket needs attention, Extraction ready, Extraction failed, Import complete, Import needs attention, Import failed
• Sync: EHR sync complete, EHR sync needs attention, EHR sync failed
• Exports: Export ready
• Fax: Fax received, Fax delivered, Fax failed
• System: Service updates, Maintenance

An automation action sends Automation approval requested or Automation message. See AI Tasks and Automations.

Notification settings

Open Notification settings from the bell or Settings. The page says Choose where each update appears.

For each update:

• Enabled: Allow this type of update.
• In-app: Show the update in the notification list.
• Toast: Show a short message on the screen.
• Sound: Play a sound after you enable browser audio.
• Email: Send the update by email.

For Fax delivered, Enabled and In-app are off by default. Email is unavailable for automation updates, form updates, and Export ready.

An automation has a separate Notify via control. Select In app, Email, or Both for that task.