Automatically Receive Your KPIs via Email
To customize your KPI notifications, follow these steps:
1. Access the User Notifications Page:
Click the person icon at the top right of the page.
Select "Settings" from the drop-down menu.
Navigate to the "User Notifications" page.
2. Edit Current Notifications:
Click the copy icon located at the far right of the message type.
This opens a new page where you can retitle and modify the notification by selecting the edit icon.
3. Customize the Notification:
A panel will open allowing you to:
Change titles.
Remove KPIs.
Reorder KPIs by dragging the rows.
Add new KPIs.
4. Add New KPIs:
When adding a new KPI, a settings panel will open.
Here you can:
Set the date range.
Choose to filter the KPI by an individual provider or by the office total.
Use the "Add Group" option to categorize the KPIs if needed.
5. Save Changes:
Save your changes once complete.
6. Add notification for the employee:
Find the employee to send this to as an email.
Select the KPI update you want them to receive.
Hit Save.
