Page Comparison

Overview

The Notification Email Template tab of the Project Update page contains the email template that will Notification emails can be sent to a subject when the subject is due for an encounter and has an email specified.

Content 

Clicking on the  Image Removed icon will display the Email Tags that can be used in the email template.  The tags will be substituted with the actual values when the email is sent to the subject.

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Required Role(s)

• Subject Management 
• Subject Administration
• Project Management 

Setup

• Notification attribute is enabled in the Portal
• Portal Options in the interval allows subjects to create the encounter and the Send Due Notifications is enabled
• Subject's Account Update page has Receive Encounter Due Notifications enabled

Notification emails are sent to subjects as follows:

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• The first notification email is sent at the encounter's Earliest Begin Date
• The second notification email is sent at the encounter's Projected Target Date

Emails are only sent when the following conditions are met:

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• The encounter has not occurred

• The subject's account settings are checked for Receive Encounter Due Notifications

  tip

  Subject's can disable notifications to their email if the project feature for Allow Disable Notifications is checked

• An email address is specified for the subject

  in their Account Settings

  Info
  You will not be able to save a subject's Account Settings with no email address specified and the Receive Encounter Due Notifications box checked

Actions

• Enter the notification email template

  on their Account Update page