This article provides information about the “Inbox” page in Practice Admin. Click on the links below to jump to a particular section or scroll down to read through the article sequentially.
- What is the “Inbox” page for?
- How can I change which notifications I see in the “Inbox” page?
- How do I know when I receive a new notification?
- What does it mean to “Mark as dismissed”?
- How can I close the “toast” notification without dismissing it fully?
- Will other notification types be added in future?
- Why can’t I see any notifications on my “Inbox” page?
- How can I stop receiving certain notifications?
What is the “Inbox” page for?
The “Inbox” page in Practice Admin is where you can view and manage all of the real-time notifications sent to your practice about your different Healthengine features. The types of notifications that Healthengine sends via this page include:
- Booking received alerts
- Booking cancelled alerts
- Newly available appointment matches a waitlisted patient’s requirements
- New booking failed to sync to your Practice Management System (integrated practices only)
- Cancelled booking failed to sync to your Practice Management System (integrated practices only)
- Existing patient booked incorrectly as a new patient (integrated practices only)
- New patient booked incorrectly as an existing patient (integrated practices only)
- New patient form failed to sync to your Practice Management System (integrated practices only).
These notifications are intended to help your practice to address events/issues as they arise. For example, if a new appointment becomes available (either due to a booking being cancelled or additional availability being added to Healthengine by your practice) that matches the requirements of a patient on your Waitlist, we notify you of this with a link to the applicable Waitlist patient so that you can contact the patient to offer them the available appointment time. This helps you to keep your appointment book full and avoid missing out on potential appointment revenue.
Similarly, as another example, if a new patient form submitted by a patient fails to sync to your Practice Management System for any reason (such as your Appointment Connector being down, for example), we notify you of this so that you can transfer the details of the form into your Practice Management System manually so that the details are present in the patient’s record ahead of their appointment.
Each notification sent to your “Inbox” page contains a link to the relevant area of Practice Admin for seeing more information; for example, a new booking notification contains a link to the booking detail view on the “Bookings” page for that booking.
How can I change which notifications I see in the “Inbox” page?
You can manage which notification types you want to see on this “Inbox” page via your “Notification” settings (Practice Admin > Account > Notifications > Real-time).
NOTE: Notification options may differ depending on which products/features your practice has configured.
Please be aware that you will only see listed here the notification types that are applicable to your practice on this page. For example, if your practice is not integrated with Healthengine, then you will not see any notification types relating to an integration failure. Similarly, if you are not using our Waitlist or New Patient Forms features, for example, then you will not see notification types relating to those features in this list.
For any Practice Admin logins that do not have the “Edit users” permission (managed under Practice Admin > Account > Logins & Permissions), they will only be able to manage their own notification settings. Conversely, logins that DO have the “Edit users” permission will be able to manage the notification settings of any logins associated with that Practice Admin account.
How do I know when I receive a new notification?
In addition to having the full “Inbox” view, notifications are also provided via a “toast” alert that appears in the bottom right corner of your Practice Admin window as soon as the related event occurs. This is why the notifications are called “real-time” notifications - they appear in real-time.
Additionally, if you have enabled desktop notifications for Practice Admin, you will see a Windows or Mac desktop notification to let you know when you’ve received a new notification, even when Practice Admin is minimised.
This helps you to keep on top of your notifications so that you know exactly when something happens with your Healthengine system and can respond accordingly.
What does it mean to “Mark as dismissed”?
When you mark a notification as “dismissed” this simply hides it from view. This is to help you keep track of which notifications you have seen/already acted on and which are still to be seen/acted on.
You can view dismissed notifications using the “Show dismissed notifications” toggle at the top of the table on the “Inbox” page. Notifications that have been dismissed show when they were dismissed and by which Practice Admin user.
Note that this toggle will always default to off, so you will need to switch it back on any time you wish to view your dismissed notifications.
Dismissed notifications appear with a grey background and have the “Dismissed on” and “Dismissed by” information filled.
You can dismiss notifications from the “Inbox” page using the “Dismiss notification(s)” button OR from the toast alerts by clicking on the “Mark as dismissed” button.
Please be aware that notifications are dismissed at a shared practice-level, not an individual user level. This means that if one Practice Admin user at your practice dismisses a notification, it will be dismissed for all Practice Admin users at your practice.
How can I close the “toast” notification without dismissing it fully?
If you want to close the “toast” notification without fully dismissing the notification (for example, if you are too busy to deal with it right now but need to free up screen space), simply click on the “X” button at the top right corner of the “toast” notification. This will close the “toast” notification without marking it as “dismissed”. Once you are ready, you can view the notification and address it accordingly from the “Inbox” page.
Will other notification types be added in future?
Yes! If you would like to see a certain notification type that isn’t currently included, please let us know by contacting your Customer Success Manager or our friendly Support team to let them know.
Why can’t I see any notifications on my “Inbox” page?
This may happen if you aren’t subscribed to any notification types. In this situation, your “Inbox” page will look like the image below.
To change this, navigate to Practice Admin > Account > Notifications > Real-time, check the box(es) of the notification type(s) that you want to see and click “Save”.
Alternatively, your practice’s notifications may have already all been dismissed. In this situation, your “Inbox” page will look like the image below.
To see your dismissed notifications, simply click on the “Show dismissed notifications” toggle at the top left of the table on the “Inbox” page.
If neither of the above results in notifications showing up on your “Inbox” page, it may be that your practice simply hasn’t received any new notifications in the last 30 days. Healthengine only retains notifications for 30 days - after this time, they are permanently deleted from our system. This is because there is a large volume of notifications that occur across all of our practices, so it helps to keep our systems running efficiently when we only keep the most recent/relevant notifications for each practice.
How can I stop receiving certain notifications?
If there is a notification type or types that you don’t wish to see, you can switch them off by navigating to Practice Admin > Account > Notifications > Real-time, unchecking the box(es) of the type(s) that you want to turn off and clicking “Save”.