Real-Time Practice Notifications
Get real-time email updates when your patients take action so you can follow up fast and keep treatment moving.
How it Works
Timely updates means faster follow-up, fewer missed opportunities, and a smoother patient experience from start to finish. With Practice Notifications, team members* will receive alerts directly in their inboxes for the following payment plan actions:
|
Notification Type |
Trigger |
Timing |
| Incomplete Applications |
Patient starts but does not complete application |
Submit partial app, confirm no completion for 14 days, verify provider receives email |
| Declined Applications |
Patient application is declined |
Submit an app that fails underwriting, verify provider receives email immediately |
| Open Approvals |
Application is approved but the payment plan is not activated |
Submit and approve app, skip activation, verify email after 48hrs |
| Payment Plan Activated |
Patient activates their payment plan |
Complete and activate an app, verify email is sent instantly |
| Is Pre-Qualified |
Patient is pre-qualified via Pre-Qual flow |
Complete Pre-Qual, verify email notification to provider |
ℹ️Team members refers to users with Provider Portal logins. Any notifications will be sent to the email address listed in their Provider Portal profile.
Managing your notification preferences:
Each team member can customize which notifications they receive in the Provider Portal. Please note: User must be logged into their account on the Provider Portal.
💡Add team members to the Provider Portal to ensure everyone receives patient status updates. For step-by-step instructions, see this helpful article on adding users.