VIDEO: Notifications

Notifications

All eLogic Genesis Users

Navigators must select how they prefer to receive their Assessment, Program Application, Program, and Service notifications: via an in-app notification, via automated email, or both. 

• In-App Notification: Users will see a number in a red circle over the  user menu icon in the top right corner of eLogic Genesis.
• Email Notification: A summary email will be sent overnight to each navigator containing all notifications generated for the following day.

Each night, eLogic Genesis will generate and deliver notifications via the preferred method(s) to navigators and clients. Notifications, like viewing Dashboard events, are only available to navigators who are assigned to the client's record when a qualifying event occurs. 

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Agency Admins

The Notifications tab enables Agency Admins to create, edit, and otherwise manage organization-wide notifications for events surrounding Assessments, Program Applications, Programs, and Services. There are no limits to how many notifications can be set. Notifications can be created to alert navigators, clients, or both (note: clients must have been granted access to the Client Portal to receive notifications).

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Learn how to Manage Notification Settings and Create Notifications

Topics covered in this video:

• 00:06: All Users - Notification Settings
• 1:22: All Users - Notification Types
• 2:29: All Users - Notifications for Check-up Dates (Programs and Services)
• 3:32: All Users - Reminder about Dashboards and Navigator assignment to records
• 4:21: Agency Admin - Notifications tab
• 5:20: Agency Admin - Notification tab overview
• 6:36: Agency Admin - Anatomy of Notification Settings
• 8:03: Agency Admin - Notification Recipient
• 8:30: Agency Admin - Notification Details
• 10:55: Agency Admin - Notifications home page and filter tabs
• 11:19: Agency Admin - Edit Notifications
• 16:15: All Users - Check-up Date reminder
• 22:39: Agency Admin - Delete Notification

Assessment Notifications

• 5:48: Agency Admin - Add Assessment Notification
• 7:28: All Users - Location of Assessment Due Date in client records
• 7:52: Agency Admin - Notification Settings for Assessment Notification
• 9:19: Agency Admin - Example: Assessment Notification set On the Due Date
• 10:05: Agency Admin - Example: Assessment Notification set After the Due Date

Program Application Notifications

• 11:52: Agency Admin - Add Program Application Notification
• 12:42: Agency Admin - Location of Program Application Assigned and Due Dates in client records
• 13:13: Agency Admin - Example: Program Application Notification set Before the Due Date
• 14:00: Agency Admin - Example: Program Application Notification set After the Assigned Date
• 14:40: Agency Admin - Example: Blanket Program Application Notification set On the Assigned Date

Program Notifications

• 15:16: Agency Admin - Program Notifications
• 15:26: Agency Admin - Example: Program Notification set Before
• 16:02: Agency Admin - Location of Program Start and End Dates in client records
• 16:59: Agency Admin - Example: Blanket Program Notification set Before the Start Date
• 17:40: Agency Admin - Example: Program Notification set Before the End Date

Service Notifications

• 18:35: Agency Admin - Services Notifications
• 18:51: Agency Admin - Example: Any application service Before the End Date
• 19:30: Agency Admin - Location of Service Start and End Dates in client records
• 20:09: Agency Admin - Example: Service Notification Before the Start Date
• 20:43: Agency Admin - Example: How to use Service Notifications to assist Navigators in regular client follow-up using multiple After the Start Date notifications

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