Overview
Alerts are interoffice communications sent to/from staff and providers. This is where PIMSY sends alerts for topics such as Authorizations, First Client Visits, System Alerts and more. Alerts can be sent to individuals or existing groups.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please assign the Create, Modify, View, and Delete permissions for the following rule(s):
- Alert
Step-by-Step Instructions
Follow the instructions below to learn how to view and send alerts.
Step 1: Navigating the Menu
From the top navigation menu, go to:
Utilities > Alerts > Send Alerts
Step 2: Write a Message and Select Applicable Users
To send an alert, fill out the Message field, then double-click the appropriate users in the Unassigned Users section to add them to the Assigned Users section.
You may also assign a User Group, which will send the alert to numerous users at once, by selecting from the Assign from User Group drop-down in the bottom right corner.
Selecting Add All will add all users from the Unassigned Users panel to the Assigned Users panel.
Selecting Remove All will remove all users from the Assigned Users panel back to the Unassigned Users panel.
Step 3: Sending the Alert
Once all pertinent information is completed click on the Send Close or Send button, located in the middle of the screen.
A message will pop up that reads "This will send an alert to the selected users. Do you want to proceed?"
Click Yes to proceed with sending the alert.