Notification rules control what triggers a notification, how it’s delivered, and who receives it. Only admins can configure these.
Configuring a rule
Go to Admin → Notification Rules. Each rule defines:
- Trigger — What event fires the notification (e.g., “Authorization expiring,” “Stage transition,” or a scheduled check)
- Channel — Email, in-app, or both
- Recipient — By role (e.g., all intake users), a specific user, or the client’s contact
- Template — Title and body text with variables that fill in automatically (e.g., “Authorization for {{client_name}} expires on {{expiry_date}}”)
Example rules
A rule that emails all intake staff when a new referral inquiry comes in. A rule that sends an in-app notification to the assigned BCBA when their client’s authorization is expiring. A rule that alerts admins when any SLA threshold is breached.
Rules can be enabled or disabled individually without deleting them.
Things to know
- Notification rules work with the existing notification types. You’re configuring routing and delivery, not creating new trigger events.
- Template variables use double curly braces:
{{client_name}},{{expiry_date}},{{staff_name}}, etc. - If no rules are configured, notifications still appear in-app for relevant users based on default behavior. Rules let you customize beyond the defaults.