In-app notifications keep you instantly informed about important updates right within Carepatron. You’ll receive real-time alerts for things like appointments, payments, or files, so you never miss a thing. It’s an easy way to stay connected and up to date without leaving your workspace.
To find them, simply go to the Activity or Bell icon in the upper-right side menu, and you'll find all your notifications.
We'll also guide you through the following:
Types of notifications
The table below lists the notification types that appear in the Activity tab, including detailed information about notification recipients.
| Notification type | Reason to receive | Description |
Scheduling | Appointment assigned | If a new appointment is created with one of the clients and/or services assigned to you. | This is a notification sent from the Admin. to the rest of the staff after scheduling appointments. |
| Client appointment booked | The client has booked an appointment for a service assigned to you. | When a client books an appointment through the booking link, this notification will be received. |
| Appointment cancelled | Received after the client cancels the appointment. | This notification will include the cancellation notice as well as the reason (if provided) for the cancellation. |
| Appointment rescheduled | Received if the client rescheduled the appointment. | You will receive the new appointment details in this notification, as you would for any new appointment. |
| Appointment confirmed | Received after a client confirms attending an appointment you created for them. | This notification will include the appointment details and the client's confirmation. |
Clients & documents | Note/Form Submitted | Once the client has submitted a form, it is received. | This notification will let you know when your client submits a form and allow you to review the information they provided. |
| Client uploaded file | Received after a client uploads any document through their client portal. | Once a document is submitted, this notification will let you know to go in and review the document. |
| Client added a note | Received after a note was created by the client through their client portal. | This notification will let you see the notes your clients create in their client portal. |
| Client updated note | Received after the client has updated the note. | This notification will ensure you don't miss any updates in your client's notes. |
| Client assigned | Received when a client has been assigned to you. | This notification will include the name of the client that has been assigned to you. |
Billing & payments | Invoice paid | Received after a client pays a pending invoice. | Once payment is received, this notification will provide the details around the payment. |
| Subscription payment failed | Received if the payment option on file is unable to process the charge for your Carepatron plan. | If we are unable to process your payment for the plan you are currently using, we will let you know through this notification. |
Workspace | Referral credited | Received if any credit is to be applied for referring a client to sign up to Carepatron. | This notification will include the amount credited and the circumstances under which the credit was received. |
| Referral joined | Received after a client you referred decides to sign up for one of the Carepatron plans. | If you refer a fellow practitioner, and they decide to sign up for one of our plans, we will let you know through this notification. |
Your team | Staff added to shared Inbox | Received after a member of your team has been added to the shared Inbox. | This notification will let you know when a team member is added to the shared inbox and who they are. |
| Staff removed from shared Inbox | Received after removing a team member from the shared Inbox | If a team member is removed from your shared Inbox, you will receive this notification, which also shows who removed them. |
Activity filters
Choose which notifications to see by changing between the following filters:
Unread: Shows unread notifications and is also the default filter upon loading
Read: Shows the notifications that the user has read
Ignored: Shows the notifications that the user has ignored
All: Shows all notifications
Notifications settings
You can choose which types of notifications by going to Settings > My Profile > Notifications. Simply click Edit to select which ones you'd rather not receive.
Scheduling: Get notified when a team member or client books, reschedules, or cancels an appointment.
Practitioner scheduling: Receive updates for appointments you create, reschedule, or cancel.
Billing and payment: Stay informed about client payment updates and reminders.
Client and documentation: Get alerts for client-related updates and documentation changes.
Workspace: Receive notifications about system changes, issues, data transfers, and subscription reminders.
Communications: Stay updated on inbox activity and messages from connected channels.
Note:
With regard to the secure messaging feature, when a client or staff member sends a message, you’ll see a little pop-up at the bottom-right of your screen in real time. All messages also appear directly in your Inbox for easy access, keeping communication seamless.
Moreover, Carepatron groups your notifications using a 3-minute window. Here is how it works:
When you receive a chat message, a 3-minute timer starts.
Any additional messages that arrive within those 3 minutes are grouped.
Once the 3 minutes are up, you receive one in-app (bell icon or activity tab) notification and one email, no matter how many messages arrived in that window.
If you have already read the conversation before the 3 minutes are up, no notification is sent at all, since you are already up to date.
This means you stay informed without being overwhelmed during fast-paced conversations.
Our team will be available to answer any further questions you may have. Just reply via messenger through the Help channel in your workspace.