Notification Emails

Overview

Notification emails can be sent to a subject when the subject is due for an encounter.

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:

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

Emails are only sent when the following conditions are met:

• The portal attribute is turned on to send out notifications
• The interval is noted for subjects to receive a notification
• The interval is noted that subjects can create the encounter
• The encounter has not occurred

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

• An email address is specified for the subject on their Account Update page