Request real time alert configuration
To enable real time alerts for a client you need to complete a form, which you can request by raising a new case with us.
Add alerts to visit plans
Once alerts have been configured, follow the steps below to add them to a client's visit plan.
Open the client record, then click the Alerts tab.
Select the Raise Alerts for this Client checkbox.
Select High, Medium, or Low from the dropdown.
Click Save, then click the Visit Plan tab.
Click Add Visit Plan.
In the Summary tab, select the Real-Time Alert after checkbox.
Select a time, then complete the visit plan as normal.
Click Save and close.
đ Note: Real time alerts will be added to any visit created from the visit plan going forward.