Alert Notifications - Setting up custom email / popup / push alerts for your Account

Alert Notifications - Setting up custom email / popup / push alerts for your Account

As of July 2016, EasyRx now includes a robust Alert Notification feature to keep you in-the-know regarding your EasyRx activity. There are two types of Alert Notifications you can setup. 

Please note you will need to be logged in as your practice / lab administrator to setup/edit these alerts.

Desktop Notification Alerts:
Based on rules that you setup, you will get a real time pop-up browser notification when a specific event has occurred. Clicking on the alert will take you to the page where the event is linked to.



Daily Digest Email Alerts:
An end-of-day email sent to you that gives you a summary of events related to your EasyRx account. The events you'd like to be notified about are configured by you. The email includes a quick-link to access each notification.



Practices can configure alerts two ways:

From the user-dropdown menu:

-Login to your EasyRx Practice account using your main / administrator login

-Click the top-right user drop down button

-Select the [Recent Alerts] Tab

-From the Recent Alerts, click the [Edit Alert Notifications] button




From the Account Settings page:
-Login to your EasyRx Practice account using your main / administrator login

-Click the top-right user drop down button

-Click [Account Settings]

-Scroll down to and click [Alert Notifications]




Labs can view and configure current alerts two ways:

From the user-dropdown menu:

-Login to your EasyRx Practice account using your main / administrator login

-Click the top-right user drop down button

-Select the [Recent Alerts] Tab

-From the Recent Alerts, click the [Edit Alert Notifications] button



From the Configure page
-Login to your EasyRx lab account as the administrator

-Click the [Configure] menu option

-Scroll down and select the [Alert Notification]


Awesome! You've now located where you can tinker with these sweet settings!

Here is what you should see on the Manage Alerts page - along with any current notifications setup:

Active notifications:
Here you will see all current alerts that are setup on your EasyRx account.



Alerts can be deleted or edited using the buttons to the right of each alert.

When you click on [Edit], the notification will be pulled into the Edit Notification section as shown below. You can make changes and click [Save].




Add Notification:
Here you can add a new rule for notifications - see below for more details.

How to configure your alerts:
As the administrator, you can choose how you want to receive the alert - either by a Desktop Notification, or a Daily Digest Email.

Here are a list of events you can choose to be notified of:

Practice Notifications
Event
Description
All prescriptions saved not submitted (Daily Digest Only)
Lists all cases saved,but not yet submitted to a lab. This alert can only be included in the daily digest email
All prescriptions submitted not received (Daily Digest Only)
Lists all submitted cases not marked as received back from the lab. Includes In-house and commercial cases. This alert can only be included in the daily digest email
Appointment Date Edited on Case Submitted to Commercial Lab
Lists all cases where the appointment date was changed on a submitted prescription. Only returns cases edited today.
Case Needed Day After Tomorrow Has Not Arrived Yet
A case that your practice needs the day after tomorrow has not been marked received yet.
Case Needed Tomorrow Has Not Arrived
A case that your practice needs tomorrow has not been marked received yet.
Clinical Notification Received
The lab sent you a clinical notification and requests a doctor's response on the treatment of a case.
Comment Added to Submitted In-House Prescription 
A comment was added by a person at your practice to an in-house prescription after the prescription was submitted to the in-house lab.
Date Needed Changed
A date needed was changed on an in-house prescription after the prescription was submitted to the in-house lab.
Feedback Received for In-House Prescription
A feedback form filled by practice is ready to review for a case was submitted originally by your in house lab
File Uploaded to Submitted In-House Prescription 
A file has been uploaded to a prescription that had already been submitted to the in-house lab
Prescription Saved Not Submitted today (Daily Digest Only
A prescription was saved but not submitted to the lab.This alert can only be included in the Daily Digest email
Prescription Submitted today
A prescription was submitted to an in-house or external lab.This alert can only be included in the Daily Digest email
Prescription Submitted to In-House Lab
A prescription was submitted to the in-house lab.
Prescription Un-submitted from In-House Lab
A prescription was un-submitted from the in-house lab
Appointment Date edited on case submitted to Commercial Lab Appointment Date on an Rx was changed on a case that was submitted to a commercial lab (will not trigger for in-house lab cases)
Shipping Location Changed on Submitted Prescription
A prescription's shipping location was changed after it was submitted to a commercial lab.
 
 
Lab Notifications (not applicable to in house labs/ for commercial labs only) 
Event
Description
Feedback Received
The practice sent feedback on a prescription your lab processed.
Case Was Not Shipped
A case that was scheduled to ship today was not shipped today.
Clinical Notification Received
A doctor responded to a clinical notification your lab sent to the practice.
Comment Added to Submitted Prescription
A practice added a comment to a prescription after the prescription was submitted to your lab.
New Practice Connected to Lab
A practice you're not connected with requested a connection to your lab or connected during signup.
Prescription Submitted
A new prescription was submitted to your lab.
Prescription Unsubmitted
A prescription that was submitted but not checked in yet by your lab was unsubmitted by the practice.
Reminder
A reminder setup by your lab was generated.


There are 4 different Notification Methods you can setup:
  • Desktop Notifications are immediate pop-ups that occur as soon as specific event occurs. There are two types of Desktop Notifications:
    • Desktop Notifications (Only when logged into EasyRx) These notifications display as a pop-up when you are logged into EasyRx - if an event has occurred before you login, you will see it as soon as you log in to EasyRx from any browser
    • Desktop Push Notifications (whenever browser is open) These notifications display when the browser is open, you don't even need to be logged in EasyRx. If your browser is closed at the time of the notification, it will show when your browser opens up. 
  • The Daily Digest is an Email that is a once-a-day email that will automatically be sent to any email of your choice. The email will include a summary of the Notification Events that day that are important to your practice or lab. If the event(s) that it calls for has no results (let's say you have an alert for Prescription Submitted and you got no Prescriptions today) you will not get a daily email. 
  • Email notifications types are sent to the designated email address each time the event occurs. If you have Email setup for when "A Prescription is Submitted", you will get an email for every prescription submitted. 

Helpful Hint: Since some of the rules can be configured to trigger alerts if a user is not logged in, these work best if your user accounts login from separate computers. Otherwise it may trigger an alert immediately when the other user is not present. Likewise, if you share one EasyRx account among multiple computers, only 1 computer will get the push notification. An example of this is: You have 5 computers with EasyRx actively logged in and open on all of them. If a notification is triggered, it will only appear on the most recently logged in computer. To effectively use the Alert Notifications, we recommend having User Accounts. You can learn more about User Accounts here. 

Accessing your Recent Alerts
All your lab and practice users will have access to our Recent Alerts tab. You can access this page by click the top-right drop down and selecting [Recent Alerts] as shown below.
Here you will see a rolling list of All Alerts in your EasyRx account. We show the most recent alerts up top, descending to show older ones. The alerts shown are for all notifications related to your EasyRx account - it is not user-specific. 



With our July 2016 update, we are automatically adding these default notifications for all our EasyRx customers. You can go in at anytime and edit/delete/add alerts at your convenience. 

Practice has these defaults setup:

All Prescriptions Submitted Not Received        Digest
All Prescriptions Saved Not Submitted           Digest  
Clinical Notification Received                  Push

Lab has these defaults setup:

Prescription Submitted                          Push
Prescription Unsubmitted                        Push
Comment Added to Submitted Prescription         Push
Feedback Received                               Digest
Case Was Not Shipped                            Digest
Clinical Notification Received                  Digest
New Practice Connected to Lab                   Digest

FAQ:

Q: I'm not getting the daily digest emails? 
A: Check your email's spam or junk folder, be sure that you whitelist / accept emails from Support@easyrxortho.com -- Also check the email address associated with the alert to make sure they are going to the correct address

Q: I've configured notifications but do not see them pop-up, how do I fix it?
A: It's possible that you or a staff member may have disabled your browsers Notification for EasyRx. You will need to re-enable it to see them properly. If you are using Google Chrome, here is an example of how to enable it: in your browser, go ahead and login to your EasyRx account. Once you've logged in, look at the website address bar (URL bar) and look for a lock icon next to the URL bar.

Click the lock icon. It should give you a dropdown of what permissions are set for your EasyRx usage in your web browser. If it says "Blocked..." you will need to change the setting to allow notifications. Click the down arrow next to the notification and change to Allowed. This should allow you to see alert notifications. All done!

Q: I'd like some additional help regarding this feature
A: We got your back, give us a buzz at 1-888-340-3751 or email us at support@easyrxortho.com