Account Activation Invite
Purpose - Set password and access App
Who can receive this - Everyone
Triggered by - Admin User
How delivered - Email
Notes: Can only be triggered by an Admin User
Reset Password
Purpose - Reset Password
Who can receive this - Everyone
Triggered by - Reset Password functionality
How delivered - Email
Notes: Can be triggered by a User or Admin Engineer. Will only work if the user has previously being invited to activate their account.
Invoice Summary
Purpose - Providing a summary of the invoices the user has received or created. Showing how much to expect to be debited or credited to their account.
Who can receive this - Care Workers (Helpers) and Billing Recipients
Triggered by Scheduled billing run
How delivered Email or alert in the App
Notes: Care workers are only sent this every scheduled cycle.
Care Team Updates
Purpose - To share the price and Care Worker contract with all parties
Who can receive this - Billing recipients, Members, Authorised Representatives
Triggered by New Care Worker Contract upload
How delivered - Email
Notes: This functionality keeps all parties up to date with contract prices that are set
Change to a Visit
Purpose - To let the Member and Auth Representative know that their schedule has been adjusted by a Helper
Who can receive this- Members and Authorised Representatives
Triggered by - Care Worker additions/edits or cancellation of a visit if they have admin rights to do this.
How delivered - SMS
Notes: This is not sent when visits are updated in the Administration dashboard
Vacant Visit (New Opportunity)
Purpose - To let Care Workers know about a new vacant visit opportunity and get them to respond to the request to fill the visit
Who can receive this - Care Workers
Triggered by - Staff member sends new visit invitation from the Administration Dashboard
How delivered - Pushed to App or Email
Notes: These messages are sent in real time to advertise vacant visits and can be sent to multiple Care Workers
Visit Reminder
Purpose - To remind Care Worker of a visit coming up
Who can receive this - Care Workers
Triggered by - System one hour before the visit
How delivered - Pushed to App and email
Check In Reminder
Purpose - To remind the Care Worker to check into a visit
Who can receive this - Care Workers
Triggered by - System
How delivered - Pushed to App or email
Check Out Reminder
Purpose - Who can receive this? - Care Workers
Triggered by - Completion of visit
How delivered - Pushed to App or email
Survey Invite
Purpose - To gather information and feedback from Members and Auth Reps
Who can receive this - Members and Authorised Representatives
Triggered by - Staffer sets up a survey then the system send it on the defined schedule
How delivered - Email or SMS
Notes: Regular surveys allow proactive care management (see information on Surveys)
Ticket Assigned
Purpose - To let the Staffer know they have been assigned a ticket.
Who can receive this - Staffers - All
Triggered by - A ticket that has been assigned to a staff member
How delivered - email
Notes: Tickets enhance internal workflows and allow effective communication between teams.
Ticket Mention
Purpose - To let the Staffer know they have been mentioned in a ticket.
Who can receive this - Staffers -All
Triggered by - A mention of the staff member in a ticket that has been created
How delivered - email
Ticket Reply
Purpose - To let a staff member know they have a new comment on a ticket
Who can receive this - Staffers - All
Triggered by - A ticket a staff member is assigned to as an updated comment
How delivered - email
Invoice Generation Complete
Purpose - To let the Staffer know the Billing run has finished generating the weekly invoices
Who can receive this - Finance Staff
Triggered by - Billing run invoice generation
How delivered - email
Billing Run Published
Purpose - To let the Staffer know the Billing run has published the invoices.
Who can receive this - Finance Staff
Triggered by - The publication of the billing run
How delivered - email
Account Balance
Purpose - Provide the current account balance and link to view account transactions
Who can receive this - Billing Recipients
Triggered by - Billing run cycle
How delivered - email
Notes: If the membership has an active account, they will receive this. If not, they receive the invoice summary email