Report notifications help you stay up to date with information you want to be alerted to, without having to manually run and check reports. When you create a report notification, Halaxy automatically displays an in-app alert when your saved report has generated new results, based on a schedule you set. You can choose to receive a single notification for the entire report or separate notifications for each result within it.
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In-app notification for a whole report |
In-app notification for an individual report result |
With report notifications, you can:
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Save time by receiving reports automatically, without the need to run them manually.
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Stay informed with timely updates that help you act on the latest data.
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Tailor notification preferences - such as type, schedule and frequency - to match your workflow and needs.
Note
Report notifications are currently available only for Contact > Referral report types. We are working to expand this feature to more report types.
Tip
You can also use campaigns from reports to notify patients when their referrals are expiring or running out.
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Run a report with the relevant filters you want to be notified about. (Example: A report of referrals expiring next week for patients with a Current status)
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Save the report and give it a name. (Example: Expiring Referrals)
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At the top, click Create Report Notification.
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In the pop-up, configure the following:
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Title: Enter a name for the notification when this report generates new results. This becomes the title for in-app notifications or the subject line for email notifications.
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Scheduled Date: Select the date and time when you want this report to start generating and notifying you of results.
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Notification Preference: Select how you want to receive notifications when this report is ready.
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Repeat Notification (optional): Select how often you want this report to re-generate and notify you of results. If you want notifications to run at a limited period, you can select when you want to stop receiving notifications.
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Click Save.
You have successfully created a report notification and you will be notified according to your specifications.
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Click Report > Communication and click New Report.
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For Report Type, select Report Notifications and set any filters needed. (Tip: To view only active or ongoing notifications, set the Status filter to Scheduled.)
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Click Run.
The report generates your report notification history according to filters.
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Run a Communication report to view all report notifications.
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In the report filters, set Status to Scheduled.
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Click Run.
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In the report results, next to the notification you want to cancel, click Cancel Notification.
You have successfully cancelled this report notification. You will no longer receive this notification of new results from this report.
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