Any staff member with an email address can receive notifications about activity in Practice Home, including:
Order placed
Approval required
Approval reminder
Order canceled
Partial order canceled
Product replacements
Client AutoShip notices (such as card failures)
Recommendation notifications
Monthly orders review
Anyone with admin access can add or update these notifications in Practice Home.
Update notifications for a staff member with Practice Home access
In the left navigation bar, choose Staff log in and enter your login information.
Under Practice, select Notifications.
Search for the staff member, then select Edit recipient on the right side.
You’ll see a checklist of notification types, which you can select or deselect as needed. You can also update the staff member’s name and email address, if needed.
Be sure to click Save when finished.
Add a notification recipient
If someone who is not added to the Staff list needs to receive notifications, you can add them here without having to give them access to Practice Home.
On the upper right of the Notifications page, click Add a recipient.
Enter the name and email address, then select which notifications they should receive.
Remember that adding someone here who is not in the Staff list will not give them access to Practice Home; they will only receive email notifications.
Select Save when you’re done.