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Notifications

Fertiligent tells your team something needs attention in three ways: the notification bell inside the portal, browser push notifications that reach you when the portal isn't the active tab, and email for things that shouldn't wait until someone signs in.

The notification bell​

The bell in the portal header carries your team's feed, a new patient message, a conversation the assistant escalated, a prospect who updated their details on the patient details form, and similar events. A details update goes to the prospect's assigned staff member, or to everyone who can edit prospects when nobody is assigned, and only when something actually changed.

  • It persists. The feed is stored, so items survive signing out, a browser restart, or a deploy. What you haven't dealt with is still there tomorrow.
  • Items take you where you need to go. Clicking an item marks it read and opens the thing it's about: the escalated conversation, for example, rather than a general list you then have to search.
  • Old items are cleared automatically, on a retention window your clinic can set. The default is 90 days.

Browser push notifications​

Each user opts in to push from their browser, on each device they use. Once opted in, Fertiligent delivers notifications to that browser and they appear as native desktop or mobile notifications. Stale subscriptions (for example a browser that's been cleared) are cleaned up automatically.

Notification email​

Email carries the same kinds of alerts to people who aren't in the portal, including patients and prospects, for things like a new secure message.

  • Who it comes from. A secure-message notification arrives from Secure Messages, so a patient can recognise it in a crowded inbox. Replies are routed back to your clinic's reply mailbox.
  • Every email has an exit. Notification emails carry an unsubscribe link in the footer, and support the one-click unsubscribe button that Gmail, Outlook and other mail clients show at the top of a message. Either route opts the recipient out.
  • Staff can reverse an opt-out, so a patient who asks your team to start emailing them again doesn't have to work out how to undo it themselves.
  • An escalation rides the staff digest. When the assistant hands a conversation to your team, the escalation goes into the staff digest email rather than a separate email to everyone at once, and it is raised once.
An email opt-out is not the same as withdrawing consent

Unsubscribing stops notification email to that address. It is not the same as withdrawing consent to receive personal health information, and it is not the same as a patient telling you they no longer wish to proceed with their referral. Those are recorded separately, see Consent & patient privacy and Patient messaging & SMS.

Booking confirmations​

When an appointment is booked for a prospect, the person booked gets one confirmation, by text or by email:

  • It names your clinic by its brand name, as set in your branding settings, in the text and in the email subject, never the account's short name. A clinic with no brand name set is called by its account name.
  • It respects consent wherever it was recorded. A text goes only to a number cleared for clinical texting, and SMS consent recorded on the prospect's Consents tab counts whether it was saved against the prospect, their referral or their linked patient record. Otherwise the confirmation goes by email.
  • A text is always one message long, so a confirmation is never billed as two texts.
  • It names the location only when that helps. A phone or video appointment, or a booking at a clinic with one location, leaves the location out.

For what the confirmation says, how the channel is chosen, and how to turn confirmations off, see The booking confirmation.

In-app alerts vs notifications​

Notifications are distinct from clinical patient alerts, the severity-graded, assignable items your team tracks and resolves inside the portal. Patient alerts live in the patient's record; a notification is the nudge that brings you back to the portal to act on one.

Availability​

The bell and browser push are available to every clinic, subject to permissions and each user's own opt-in.

Outbound notification email is off until it's switched on for your clinic, and it stays off if anything about the check is uncertain, the platform errs toward not sending. Ask your Fertiligent contact to enable it. An administrator can manage which staff can send and receive notifications.