Manage automatic email notifications

You can set up automatic email notifications for new accounts, compliance, fit testing tasks, and case assignment for clinicians. Additionally, you can create custom templates for sending one-time messages to users.

Manage notifications

1. In your TrackMy admin/clinical portal, click the Notifications tile:

2. To edit an email, click View.

3. Click Load Default Content to use a template:

4. Edit the content if needed.

5. Enter the subject line.

6. Turn on the Enabled toggle switch to turn on the email notification.
   Notifications can be turned on/off at any time with this toggle.

7. Click Save.

Compliance email notifications

The following notifications, managed within Notifications, are triggered to send based on a participant’s compliance record.

Tuberculosis

Will only send if enabled AND there is an active Form rule that requires participants complete the Tuberculosis Survey on a recurring basis.

• TB Survey 30 day Reminder

Learn more about this notification here: When to use the Tuberculosis Survey 30 Day notification

Respirator Fit Testing

Will only send if enabled AND there is an active Fit Test rule.

• 30 Day Fit Test Reminder

• 10 Day Fit Test Reminder

• 3 Day Fit Test Reminder

• Expired Fit Testing Notification

Case Assignment notifications

While all case types in the Review Queues have the option to assign the case to a clinical user, only the following case types have a notification available for alerting the clinical user when a case is assigned to them.

• Notification of Accommodations Case Assignment

  • Medical Accommodation

  • Religious Accommodation

• Notification of Medical Evaluation Case Assignment

  • Medical Evaluation

Please let your Client Success Team know if a notification is needed to support your workflow.