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Configure Notifications for Non-Booked Referrals

As the Organization Administrator, learn how to assign individuals to receive notifications for non-booked referrals.

Written by Tessa Smith-Moore

By default, notifications are sent to all users with Referral Delegate permissions at the recipient organization. You can also configure notifications at the calendar level to send them only to specific users.

This setting only applies to non-booked referrals. For booked appointments, email notifications are sent only to the appointment provider.

Option 1: Send notifications to all Referral Delegates

If you want all users with Referral Delegate permissions to receive notifications for non-booked referrals, no additional calendar configuration is required.

Simply add Referral Delegate permissions to the users who should receive these notifications.

This option can work well when Referral Delegates are responsible for managing incoming referrals across the organization.

Option 2: Select specific users for a calendar

If your team has several Referral Delegates who manage their own assigned requests, but you want the initial notification for a non-booked referral to go only to specific members of the intake team, you can configure this at the calendar level.

To configure specific users:

  1. Navigate to Settings in the top menu and select Referrals.

  2. Scroll down to the No-Provider Notifications section.

  3. Switch the toggle from Referral Delegates to Users.

  4. Add the users who should receive non-booked referral notifications for that calendar. Changes save automatically in Caredove.

💡 You can configure different users for each calendar, allowing you to direct non-booked referrals to the appropriate team members.

🔔 Reminder about shared inboxes: Caredove user accounts must always be signed into and managed by the individual named on the account. If your organization uses a shared intake inbox, do not share a Caredove account—use email forwarding rules within your organization’s email system to route notifications to the appropriate shared inbox instead.

For more information on this, see this Help Centre article.


What happens after a provider is assigned?

The No-Provider Notifications setting applies only while the referral does not have a provider assigned.

Once a provider is assigned to the referral, only the assigned provider will receive the ongoing email notifications for that referral.

Ensure email notifications are on

To ensure full functionality of receiving email notifications for non-booked referrals, make sure that the correct notification settings are on.

  1. Go to your dashboard

  2. Select Email Notifications

  3. Ensure the correct email notifications are active

Tip: If staff members are still receiving incorrect notifications see Why are the wrong people notified of an appointment?


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