Help Center/How to automatically notify technologists about facility visits
How to automatically notify technologists about facility visits
Add an email address to the technologist’s account in SETUP
→
ACCOUNTING → TECHNICIANS.
Make sure the technologist has a user name in the system that is
linked to their account (double-click the user account and see the “Links” tab).
Make sure the default service statuses for “scheduled” and
“cancelled” events exist in SETUP → PROCESSING → SERVICE STATUS (double-click a status and
select “Use
it by default”).
Make sure the technologist’s user account is in a group that has
the “Technologist schedule – confirm/cancel events” permission enabled.
Go to SCHEDULE → OFFICE SCHEDULE, create a new event
and assign
the technologist to it. A notification will be sent to their email address.
To confirm the event, the technologist will have to click
“Confirm” in the email message.