Notifications

This page shows you how to use the notification bell. It also explains what triggers an alert, and what doesn’t.

Who can do this: Any signed-in portal user.

Before you start

The bell does not cover appointments. For booking, rescheduling, and provider availability, see Appointments instead.

What triggers a notification

You’ll see a notification in the bell when:

• A patient’s checkout payment link is sent. Checkout is the step where a patient pays for their order.
• A patient submits a form you sent them.
• A product change is requested on a prescription or order.
• A requested product change is accepted.
• A requested product change is rejected.
• A repeat order is created.

A product change request suggests swapping an item on a prescription or order. A form you send a patient is often an intake form. It’s a set of questions they answer before treatment. A repeat order happens automatically for prescriptions marked to repeat.

What you see

• A bell icon sits in the top-right corner, on every page.
• A red dot appears on the bell when you have unread notifications.

the header bell icon with the red unread dot

Open your notifications

1. Click the bell icon in the top-right corner.

The Notifications panel opens on the right. It lists each notification with its date and message. Unread ones are highlighted. Opening a notification, or acting on it, marks it as read.

the open Notifications panel showing the list and the Filter list of choices

Filter your notifications

1. Click the filter menu at the top of the panel.
2. Choose All, Unread, or Read.

The panel opens on Unread by default.

Mark a single notification as read or unread

1. Find the notification in the list.
2. Click Mark as Read or Mark as Unread next to it.

Mark all notifications as read or unread

1. Click the ⋮ (more options) button at the top of the panel.
2. Choose Mark all as read or Mark all as unread.

This applies only to the notifications currently loaded in the list.

the more menu open showing Mark all as read and Mark all as unread

See older notifications

1. Scroll to the bottom of the list.
2. Click Load more to load 10 older notifications.

Open the record behind a notification

1. Click a notification to go to what it’s about.

What opens depends on the notification type:

• Order or checkout notifications open the order.
• Prescription or product-change notifications open the prescription.
• Form-request notifications open the patient’s profile, on the Consultation Notes tab.

What happens next

Clicking a notification, or acting on it, marks it as read. Click CLOSE at the bottom when you’re done.

If something goes wrong

• The panel says “Your notification inbox is empty.” You have no notifications matching the current filter. Try switching to All.
• You expected an appointment alert and didn’t get one. The bell does not cover appointments. See Appointments instead.
• You switched organizations and your notifications changed. This is normal — no action is needed. The bell only shows notifications for your active organization.
• A patient says they never got an email, but you got a bell notification. The bell and patient emails are separate. Email appearance and sender settings live under Organization → Email Notifications. See Organization settings.