Use this guide to understand the SMS and Email templates available in the system.
The table below identifies each template’s audience, whether it is manual or automatic, what triggers it, and which placeholders can be used to automatically populate information such as names and dates.
Templates can be customized via the Admin Settings.
SMS Templates
SMS Templates can be configured via Settings>>Configuration>>Configure SMS Template
Service Name | Intended Audience | Manual / Automatic | Trigger | Placeholder |
15-Min Auth Limit Alert | Caregiver | Automatic | An SMS notification will be sent out to the caregiver 15 minutes before reaching Auth limit during the ad-hoc schedule. | - |
15-Min Caregiver Weekly Limit Alert | Caregiver | Automatic | An SMS notification will be sent out to the caregiver 15 minutes before reaching Weekly limit during the ad-hoc schedule. | - |
Adhoc schedule - Clock-Out Modified | Caregiver | Automatic | SMS notification will be sent to the caregiver each time the Agency User overrides or updates the Clock-Out time of an ad-hoc schedule. | - |
Adhoc Schedule Authorization Notification | Agency Users, Admin Users | Automatic |
| $AgencyName$ |
Auto Publish Master Schedule Conflicts | Agency Users, Admin Users | Automatic | Whenever there are conflicts with master schedule and prohibited by the system. The system checks for schedules every midnight | $AgencyName$ |
Bulk SMS to Caregivers | Caregivers | Manual |
| $ScheduleSlotTable$ |
Caregiver assigned on multiple schedules | Facility, Care-Coordinator, Contacts | Automatic | Whenever a same caregiver is assigned on multple schdeules that are overlapping or lie within same time frame a notification will be sent. | - |
Caregiver Compliance Expiration | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab one month prior | $AgencyName$ |
Caregiver has shown interest in a schedule | Facility, Care-Coordinator, Contacts | Automatic | When a caregiver shows interest in open shit(s), a notification will be sent out to the Facility, Care-Coordinators and Contacts. | $CaregiverName$ |
Caregiver Hired Notification | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver’s applicant status is converted to “hired”. | $AgencyName$ |
Caregiver Injury Submission | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver updates the “Injury Status”. | $CaregiverName$ |
Caregiver removed from a schedule | Facility, Care-Coordinator, Contacts | Automatic | Whenever a caregiver is removed or changed on a schdeule a notification will be sent. | - |
Caregiver removed from multiple schedules | Facility, Care-Coordinator, Contacts | Automatic | Whenever a caregiver is removed or changed on multiple schdeules a notification will be sent. | - |
Caregiver Telephony Notes | Caregivers | Automatic | An SMS notification will be sent out to the caregiver whenever a Voice Mail note is added in the caregiver profile. | $AgencyName$ |
Caregiver Unavailability | Agency Users, Admin Users | Automatic | This event will get triggered as soon as caregiver's unavailability is added by caregiver. | $AgencyUser$ |
Caregiver Upcoming Shift(1 day prior) | Caregivers | Automatic | An SMS notification will be sent out to the active caregivers and have schedule for the next day. This message will be sent at Start of the day(midnight). | $AgencyName$ |
Caregiver Upcoming Shift(same day) | Caregivers | Automatic | An SMS notification will be sent out to the active caregivers and have schedules for the upcoming day. This message will be sent at Start of the day(midnight). | $AgencyName$ |
Careplan Update | Caregivers | Automatic | Whenever a careplan is updated an SMS will be sent to the caregiver. | $AgencyName$ |
Client Authorization Expiration | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab one month prior to a Client Authorization End Date. | $AgencyName$ |
Client Feedback | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab when caregiver feedback is submitted from the client portal. | $AgencyName$ |
Client Feedback | Client | Automatic | An SMS notification will be sent out to the client when a schedule status is changed to “Approved”. The message will include the URL of the client portal where the client can provide feedback for that shift. | $AgencyName$ |
Client Open Shift(s) | Caregivers | Automatic | Every Monday 7 AM as per agency time zone | $AgencyName$ |
Client Open Shift(s) | Agency Users, Admin Users | Automatic | Every Monday 7 AM as per agency time zone | $AgencyName$ |
Clients With No Future Schedules | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab listing any clients who have no future schedules. The message is sent every Monday at 8 AM | $CaregiverName$ |
Clock-In SMS to Client | Client | Automatic | An SMS notification will be sent out to the client when the clock in is performed by the caregiver | $AgencyName$ |
Clock-Out SMS to Client | Client | Automatic | An SMS notification will be sent out to the client when the clock out is performed by the caregiver. | $AgencyName$ |
Decline Shift Request by caregiver | Facility, Care-Coordinator, Contacts | Automatic | Selecting this service would notify the faciltiy users, Care-Coordinators and Contacts about the caregivers who declined the shift request. | - |
Declined Open Shift Request (Caregiver) | Caregivers | Automatic | Selecting this service would notify the caregiver whose request for the open shift is being declined. | $CaregiverName$ |
GPS Based Exception | Agency Users, Admin Users | Automatic | Users who subscribe to this notification will receive an SMS regarding the schedule that has multiple distance-based exceptions (clock-in + clock-out attempts >= 2). |
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Invoice Due Notification SMS | Client, Payer, Contacts | Automatic | An SMS notification will be sent out to the person(s) selected on the Office Settings>Billing tab if the invoice is not paid on the due date. The notification is sent at 8 AM. | $AgencyName$ |
Invoice Generation SMS to Payer | Payer | Automatic | An SMS notification will be sent out to the payer when an invoice is created. The message will include the Invoice #, Invoice Date, and Invoice Total. | $AgencyName$ |
Late Clock-In | Agency Users, Admin Users | Automatic | When a caregiver (who is allowed to Clock-In outside the threshold parameters) clocks in late then the selected agency users will receive SMS notification. | - |
Late Clock-In (Within Threshold) | Agency Users, Admin Users | Automatic | When a caregiver (who is allowed to Clock-In within the threshold parameters) clocks in late then the selected agency users will receive SMS notification. | $AgencyUser$ |
Meeting Reminder | Caregivers, Office Staff | Automatic | An SMS notification will be sent out to the caregiver whenever a meeting is created with “Meeting Confirmation Required from Caregiver/Staff”. This message will be sent at the time designated in the Office Settings>Main tab. | $AgencyName$ |
Missing Clock-In | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) whenever he/she misses a Clock In. The value is defined in the Threshold office setting | $AgencyName$ |
Missing Clock-In | Caregivers | Automatic | An SMS notification will be sent out to the caregiver whenever he/she misses a Clock In. The value is defined in the Threshold office setting | $AgencyName$ |
Missing Clock-Out | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) whenever he/she misses a Clock Out. The value is defined in the Threshold office setting | $AgencyName$ |
Missing Clock-Out | Caregivers | Automatic | An SMS notification will be sent out to the caregiver whenever he/she misses a Clock Out. The value is defined in the Threshold office setting | $AgencyName$ |
New Caregiver assigned on a schedule | Facility, Care-Coordinator, Contacts | Automatic | Whenever a caregiver that has never provided any service in the past to the respective client is assigned to a schedule, the facility users, Care-Coordinators and Contacts will get notified | - |
New Prospective Client | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a new prospective client is added to the system. | $AgencyName$ |
Office Notes/Office Task | Agency Users, Admin Users | Automatic | Whenever an office task/office note is created or updated, the Agency users will receive a notification. | - |
Payment Received | Client | Automatic | An SMS notification will be sent out to the client when payment has been received on an outstanding invoice and posted in the Accounting module. | $AgencyName$ |
Running Late Notification for Clock-In | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver is running behind schedule and has not yet clocked in. The value is defined in the "running late notification" office setting | $AgencyName$ |
Running Late Notification for Clock-Out | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver is running behind schedule and has not yet clocked out. The value is defined in the "running late notification" office setting | $CaregiverName$ |
Schedule Creation | Client | Automatic | An SMS notification will be sent out to the client whenever a new schedule is created that is not part of a recurrence. | $AgencyName$ |
Schedule has been Canceled | Facility, Care-Coordinator, Contacts | Automatic | A notification will be sent to Facility, Care-Coordicator and Contacts whenever a schedule is canceled. | - |
Schedule has been Deleted | Care Coordinator | Automatic | A notification will be sent to Care-Coordicator whenever a schedule is deleted. | - |
Schedule Reminder | Caregivers | Automatic | An SMS notification will be sent out to the caregiver prior to the shift start time. This message will be sent at the time designated in the Office Settings>Main tab. | - |
Schedule Reminder | Client | Automatic | An SMS notification will be sent out to the Client prior to the shift start time. This message will be sent at the time designated in the Office Settings>Main tab. | - |
Schedule Request to Caregivers | Caregivers | Manual | The email is sent to caregiver from the Find Caregiver display, there is an SMS icon available. | $AgencyName$ |
Schedules have been Deleted | Care Coordinator | Automatic | A notification will be sent to Care-Coordicator whenever multiple schedules are deleted. | - |
Shift Pending Confirmation | Caregivers | Automatic | An SMS notification will be sent out to the caregiver whenever a schedule is created with “Shift Confirmation Required from Caregiver”. This message will be sent at the time designated in the Office Settings>Main tab. | $AgencyName$ |
Shift Pre - Screening | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver enters an adverse response to any pre-shift screening question | $AgencyName$ |
Shift to Confirm | Caregivers | Automatic | An SMS notification will be sent out to the caregiver whenever a schedule is created with “Shift Confirmation Required from Caregiver”. This message will be sent at the time designated in the Office Settings>Main tab. | $CaregiverName$ |
Successful Clock-In/Clock-Out | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver successfully clocks in/out. | - |
Time Tracking Change | Caregivers | Automatic | An SMS notification will be sent out to the caregiver whenever his/her Time Tracking ID is changed. | $Address$ |
Unidentified Clock-In | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever an Unidentified Clock in is registered via Telephony. | $AgencyName$ |
Unidentified Clock-Out | Agency Users, Admin Users | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever an Unidentified Clock out is registered via Telephony. | $AgencyName$
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Email Templates
Email Templates can be configured via Settings>>Email Template>>Template Listing
Template Name | Subject | Type | Intended Audience | Manual / Automatic | Trigger | Placeholders |
Address Book Template | Address Book Template | Address Book Email Template | Caregiver, Office Staff, Prospective Client, Caregiver Applicant, Payer | Manual |
| $AgencyName$ |
Adhoc Authorization Exceeding | Adhoc Authorization Exceeding | Schedule Email Template | Agency User, Admin Use | Automatic | Whenever the Authorization is exceeded in an Adhoc schedule, the Agency user(s) will get notified. | $AgencyName$ |
Anniversary Template | Anniversary Wish | Anniversary Template | Caregiver, Office Staff | Manual |
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Birthday Template | Birthday Wish | Birthday Template | Clients, Caregivers, office staff | Manual |
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Care Plan Update | Care Plan Update | Auto - Careplan Update Email Template | Caregiver | Automatic | Whenever a careplan is updated an SMS will be sent to the caregiver. |
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Caregiver - Next Day Schedule | Gentle Reminder : Your Schedule(s) for Tomorrow! | | Caregiver Email Template | Caregiver | Automatic | An Email notification will be sent out to the caregiver listing the schedules he/she has for the next day. This message will be sent at Start of the day(midnight). | $AgencyName$ |
Caregiver Compliance Expiration | Caregiver Compliance Expiration | Caregiver Compliance Expiration | Agency User, Admin User | Automatic | Thirty days before a caregiver compliance is due to expire, the Agency User, Admin User will receive an email notification. To also receive the notification via text, please go to Admin Settings>Configuration>Configure SMS Services. | $AgencyName$ |
Caregiver declined shift notification | Caregiver has declined shift request | Facility Email notifications | Agency User, Admin User | Automatic | Selecting this service would notify the Agency users about the caregivers who had declined the shift request. |
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Caregiver Email Template | Caregiver Email | CM - Manual - Caregiver Email Template | Caregiver | Manual |
| $AGENCY_ID$ |
Caregiver Hired Notification Template | Caregiver Hired Notification | Caregiver Hired Notification | Agency User, Admin User | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver’s applicant status is converted to “hired”. |
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Caregiver Injury Submission | Caregiver Injury Submission | Caregiver Injury Submission | Agency User, Admin User | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver updates the “Injury Status”. | $AgencyName$ |
Caregiver Interested Schedule Notification | Caregiver has shown interest in a schedule | Facility Email notifications | Facility, Care-Coordinator, Contacts | Automatic | When a caregiver shows interest in open shit(s), a notification will be sent out to the Facility, Care-Coordinators and Contacts. |
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Caregiver Interested Schedule Notification | Caregiver has shown interest in a schedule | Facility Email notifications | Facility, Care-Coordinator, Contacts | Automatic | When a caregiver shows interest in open shit(s), a notification will be sent out to the Facility, Care-Coordinators and Contacts. |
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Caregiver Onboarding Guide | Caregiver Onboarding Guide | CM - Manual - Caregiver Email Template | Caregiver | Automatic | Whenever a caregiver is hired an email is sent to the caregover which includes the login credentials and other necessary information. | $AGENCY_ID$ |
Caregiver Request for Available Schedule | Request for Assignment from '$CaregiverName$' | Caregiver Email Template | Agency User, Admin User | Automatic | Whenever caregiver sends interest in an open shift(s) an email is sent to the agency and admin users. | $AgencyName$ |
Caregiver Schedules | Assigned schedule | Caregiver Schedules | Caregiver | Automatic | Whenever a caregiver is assigned a schedule an email notification is sent to that caregiver. | $AgencyName$ |
Caregiver Submitted a form for Approval | Caregiver Submitted a form for Approval | Caregiver Email Template | Agency User, Admin User | Automatic | Whenever the caregiver submits a form for approval, the Agency user(s) will get notified. | $AgencyName$ |
Caregiver Unavailability Template | Caregiver Unavailability | Caregiver Unavailability | Agency User, Admin User | Automatic | This event will get triggered as soon as caregiver's unavailability is added by caregiver. | $AgencyName$ |
Change Password Template | Field Support Office - Change Password | Change Password Template | Client, Agency User, Admin User, Caregiver, Payer, Office Staff | Automatic | Whenever user(s) attempt to change password by clicking the "Forget Password" an email is sent to that user. | $USERNAME$ |
Changed Recurrence Pattern Alert | Changed Recurrence Pattern | Changed Recurrence Pattern Alert | Agency User, Admin User | Automatic | Whenever the changed submits h Recurrence Rec alert, the Agency user(s) will get notified. |
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Client Authorization Expiration | Client Authorization Expiration | Client Authorization Expiration | Agency User, Admin User | Automatic | Thirty days before a client authorization is due to expire, the Agency User, Admin User will receive an email notification. | $AgencyName$ |
Client Email Template | Client Email Template | Client Email Template | Client | Manual |
| $AgencyName$ |
Client Feedback Notification | Client Feedback Notification | Client Feedback Template | Agency User, Admin User | Automatic | An SMS notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab when caregiver feedback is submitted from the client portal. |
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Client Portal Send Registration Info | Client Portal User Credentials. | Client Portal Templates | Client, Payer | Automatic | Whenever a new client or payer is added, the client portal credentials are sent via email |
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Clients With No Future Schedules | Clients With No Future Schedules | Schedule Email Template | Agency User, Admin User | Automatic | When any client has no more schedules in the future, the Agency User, Admin User will receive an email notification. The email is sent every Monday at 8 AM | $AgencyName$ |
Contact Us | Client Portal Contact Us Template | Client Portal Templates | Agency User, Admin User | Manual |
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Custom Form - Signature Request | Signature Request from $AgencyName$ - $DOCUMENT_NAME$ | Custom Form | Client, Contact, Office Staff, Caregiver, Caregiver Applicant | Automatic | Whenever the custom submits u Form - S request, the Client contact, office staff, caregiver(o) will get notified. | $AgencyName$ |
Custom Form - Signature Request Complete | Signature Request Complete - $Document_Name$ | Custom Form | Agency User, Admin User | Automatic | Whenever the custom submits u Signature Sig complete, the Agency user(s) will get notified. | $AgencyName$ |
Custom Template | Assigned schedule | Caregiver Schedules | Caregiver | Manual |
| $AgencyName$ |
Declined Open Shift Request (Caregiver) | Applied Open Shift No Longer Available | Schedule Email Template | Caregiver | Automatic | Selecting this service would notify the caregiver whose request for the open shift is being declined. | $AgencyName$ |
Email Payer Invoice | Schedule Invoice | Invoice Email Template | Payer | Automatic | An SMS notification will be sent out to the payer when an invoice is created. The message will include the Invoice #, Invoice Date, and Invoice Total. | $AgencyName$ |
Forgot Password Template | Field Support Office - User Forgot Password | Forgot Password Template | Client, Agency User, Admin User, Caregiver, Payer, Office Staff | Automatic | Whenever the forgot submits o Forgot For template, the Client agency user, admin user, caregiver, payer(g) will get notified. | $PASSWORD$ |
GPS Based Exception | Multiple Clock-in/ Clock-out attempts detected! | Invoice Due Reminder | Agency User, Admin User | Automatic | Users who subscribe to this notification will receive an email regarding the schedule that has multiple distance-based exceptions (clock-in + clock-out attempts >= 2). |
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Invoice Due Reminder | Invoice Due Reminder | Late Clock-In | Client, Payer, Contact | Automatic | An Email notification will be sent out to the person(s) selected on the Office Settings>Billing tab if the invoice is not paid on the due date. The notification is sent at 8 AM | $CLICK_LINK$ |
Late Clock In Notification | Late Clock-In | Late Clock-In | Agency User, Admin User | Automatic | When a caregiver (who is allowed to Clock-In outside the threshold parameters) clocks in late then the selected agency users will receive email notification. | $AgencyName$ |
Late Clock-In Registered | Caregiver $CaregiverUserName$ performed late clock-in for client $ClientName$ at $ClockInTime$ | Meeting Reminder | Agency User, Admin User | Automatic | When a caregiver (who is allowed to Clock-In outside the threshold parameters) clocks in late then the selected agency users will receive email notification. | $AgencyName$ |
Meeting Reminder Email to Caregiver | You have a upcoming meeting | Time Tracking Alert | Caregivers, Office Staff | Automatic | An Email notification will be sent out to the caregiver whenever a meeting is created with “Meeting Confirmation Required from Caregiver/Staff”. This message will be sent at the time designated in the Office Settings>Main tab. |
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Missed Clock-In and Clock-Out Alert | Missed $ClockInOrOut$ Alert | Time Tracking Alert | Caregiver | Automatic | When a caregiver has missed a clock in/out, the Caregiver will receive an email notification. The value is defined in the Threshold office setting |
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Missing Clock-In Notification | Missing Clock-In Notification | Time Tracking Alert | Agency User, Admin User | Automatic | An Email notification will be sent out to the Agency User, Admin User(s) whenever he/she misses a Clock Out. The value is defined in the Threshold office setting | $CaregiverPrimaryPhone$ |
Missing Clock-Out Notification | Missing Clock-Out Notification | Caregiver Email Template | Agency User, Admin User | Automatic | An Email notification will be sent out to the Agency User, Admin User(s) whenever he/she misses a Clock Out. The value is defined in the Threshold office setting | $CaregiverPrimaryPhone$ |
New Caregiver Application | Thank you for applying for a position as a caregiver | Caregiver Email Template | Caregiver Applicant | Automatic | Whenever a caregiver applicant submits the form successfully, an email is sent to that respective applicant. | $AgencyName$ |
New Caregiver Application | New Caregiver Application | Auto - Invoice Email Template | Agency User, Admin User | Automatic | Whenever a caregiver applicant submits the form successfully, an email notifcation is sent to the agency and admin user. | $AgencyName$ |
New Invoice Generated | New Invoice Generated | Consumer Lead - Manual - Agency Template | Payer | Automatic | An email notification will be sent out to the payer when an invoice is created. The message will include the Invoice #, Invoice Date, and Invoice Total. | $AgencyName$ |
New Prospective Client | New Prospective Client| | Open Shift Notification - AgencyUsers | Agency User, Admin User | Automatic | An email notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a new prospective client is added to the system. | $AgencyName$ |
Open Shift Notification - Agency User, Admin User | Open Shift Notification - Agency Users | Payer Email Template | Agency User, Admin User | Automatic | Every Monday 7 AM as per agency time zone |
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Payer Email Template | Payer Email Template | Schedule Email Template | Payer | Manual |
| $AgencyName$ |
Pending Caregiver Request Email | Request for the following schedule(s) for the client '$ClientName$' | Consumer Lead - Manual - Agency Template | Caregiver | Manual |
| $AgencyName$ |
Prospective Client Mail | Prospective Client | Registration Template | Agency User, Admin User | Automatic | Whenever the prospective submits r Prospective Pro mail, the Agency user(s) will get notified. | $AgencyName$ |
Registration Welcome Template | Field Support Office - User Registration | Caregiver Schedules | Agency User, Admin User | Automatic | Whenever a new agency is setup an email is sent to the admin user(s) to guide the next steps | $AgencyID$ |
Running late notification | Running late notification for schedules | Caregiver Schedules | Agency User, Admin User | Automatic | When the caregiver is running late for Clock-In , the Agency User, Admin User will receive an email notification. The value is defined in the "running late notification" office setting | $AgencyName$ |
Running late notification for clock-out | Running late notification for clock-out | Facility Email notifications | Agency User, Admin User | Automatic | When the caregiver is running late for Clock-Out, the Agency User, Admin User will receive an email notification. The value is defined in the "running late notification" office setting | $AgencyName$ |
Schedule Assigned Notification for Caregiver | Caregiver has been updated on the schedule(s) | Facility Email notifications | Caregiver | Automatic | Whenever a caregiver is assigned to a schedule, the caregiver will get notified vie email |
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Schedule Assigned Notification for Client | Caregiver has been updated on the schedule(s) | Schedule Email Template | Client | Automatic | Whenever a caregiver is assigned to a schedule, the client will get notified vie email |
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Schedule Calendar Email Template | Schedule Calendar Email | Schedule Email Template | Caregiver | Manual |
| $AgencyName$ |
Schedule Canceled | Schedule(s) has been Canceled | Facility Email notifications | Facility, Care-Coordinator, Contacts | Automatic | A notification will be sent to Facility, Care-Coordicator and Contacts whenever a schedule is canceled. |
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Schedule Canceled Notification for Caregiver | Schedule(s) no longer available | Facility Email notifications | Caregiver | Automatic | A notification will be sent to caregiver whenever a schedule is canceled. |
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Schedule Canceled Notification for Client | Schedule has been Canceled | Facility Email notifications | Client | Automatic | A notification will be sent to client whenever a schedule is canceled. |
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Schedule Deleted Notification for Client | Schedules) has been Deleted | Schedule Email Template | Client | Automatic | This is no longer running for clients as a change had been made long back and is now working for Care-Coordinators only, |
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Schedule Reminder Email to Caregiver | Gentle Reminder: Your next shift is coming up | Client Portal Templates | Caregiver | Automatic | An Email notification will be sent out to the caregiver prior to the shift start time. This message will be sent at the time designated in the Office Settings>Main tab. | $AgencyName$ |
Schedule Request | Schedule request from Client Portal | Auto - Publish Schedule | Agency User, Admin User | Automatic | Whenever client requests for a schedule, the agency user(s) will get notified. |
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Schedules are not Auto-Published due to conflicts | Schedules are not Auto-Published due to conflicts | Auto - Publish Schedule | Agency User, Admin User | Automatic | Whenever there are conflicts with master schedule. The system checks for schedules every midnight | $AgencyUserName$ |
Schedules Auto-Published with conflicts | Schedules Auto-Published with conflicts | Address Book Email Template | Agency User, Admin User | Automatic | If any conflicts (Alert and Prohibit) arise while Auto-publishing the Master Schedules, the agency/admin users (selected here) will receive an email notification.The every . The system checks every midnight | $AgencyUserName$ |
Shift Pending confirmation | Shift Pending confirmation | Shift Pre - Screening | Caregiver | Automatic | An Email notification will be sent out to the caregiver whenever a schedule is created with “Shift Confirmation Required from Caregiver”. The Email will be will be sent at the time designated in the Office Settings>Main tab. | $AgencyName$ |
Shift Pre - Screening | Adverse Pre-Shift Screening $CaregiverName$ | Facility Email notifications | Agency User, Admin User | Automatic | An email notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver enters an adverse response to any pre-shift screening question | $AdminFirstName$ |
SmartLinx Schedule Assigned Mail for Caregiver | Smartlinx Schedule Assigned Notification for Caregiver | CM - Manual - Staff Email Template | Caregiver | Automatic | Whenever a Scheule from Smartlinx portal (third-party) is assigned to a Caregiver, this email notification is triggered to the Caregiver. |
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Staff Email Template | Staff EmailI | Time Tracking Alert | Staff Users | Automatic | Whenever the staff submits t Staff Sta template, the Staff users(s) will get notified. | $AgencyName$ |
Successful Clock-In / Clock-Out registered. | Caregiver $CGUserName$ performed the $ClockInOrOut$ for Client §ClientName$ at $ClockTime$ | Task Communication Reminder | Agency User, Admin User | Automatic | An email notification will be sent out to the agency user(s) selected on the Office Settings Notification Tab whenever a caregiver successfully clocks in/out. | $CaregiverPrimaryPhone$ |
Task Reminder | Task Reminder | Action/Communication History Template | Agency User, Admin User, Office Staff | Automatic | If any task is pending an automatic will be sent to the Admin users. The reminder will be sent at the time mentioned in the task detail window, | $AgencyName$ |
Task/Communication History Template | Task/Communication History Details!| | Time Tracking Alert | Agency User, Admin User | Automatic | Whenever the task submits a Communication Com template, the Agency user(s) will get notified. | $AgencyName$ |
Telephony Check -In Alert | Telephony Check-In Alert | Time Tracking Alert | Agency User, Admin User | Automatic | An email notification will be sent out to the caregiver whenever a Voice Mail note is added in the caregiver profile. | $CaregiverPrimaryPhone$ |
Time Tracking Check -In Alert | Time Tracking "No Show" Alert | Caregiver Email Template | Agency User, Admin User | Automatic | Whenever the time submits i Check Che alert, the Agency user(s) will get notified. | $CaregiverPrimaryPhone$ |
Time Tracking ID Changed | Time Tracking ID Changed | Registration Template | Caregiver | Automatic | An email notification will be sent out to the caregiver whenever his/her Time Tracking ID is changed. | $AgencyName$ |
Update Username | Your username has been Updated | Visit to Confirm | Agency User, Admin User | Automatic | Whenever the username is changed, the Agency user(s) will get notified via email | $AgencyID$ |
Visit to Confirm | Visit to Confirm |
| Caregiver | Automatic | An email notification will be sent out to the caregiver whenever a schedule is created with “Shift Confirmation Required from Caregiver”. This message will be sent at the time designated in the Office Settings>Main tab. |
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Automatic Profile Inactivation Notification - Caregiver | Automatic Inactivation Due to Inactivity | CM - Manual - Caregiver Email Template | Agency User, Admin User | Automatic | Sends an email notification to selected agency users when a caregiver profile is automatically marked as inactive by the system due to inactivity. | $AgencyUserName$ $CaregiverName$ $CaregiverEmployeeId$ $InactivationDate$ $AgencyName$ |
Automatic Profile Inactivation Notification - Client | Automatic Inactivation Due to Inactivity | Client Email Template | Agency User, Admin User | Automatic | Sends an email notification to selected agency users when a client profile is automatically marked as inactive by the system due to inactivity. | $AgencyUserName$ $ClientName$ $ClientId$ $InactivationDate$ $AgencyName$ |