Configure Notifications for Non-Booked Referrals

Organization Administrator: Learn how to assign individuals to receive notifications for non-booked referrals.

Rachel Shelswell avatar
Written by Rachel Shelswell
Updated over a week ago

All non-booked notifications are sent to users with Referral Delegate permissions at the recipient organization (unlike booked referrals where email notifications are sent to the appointment provider). To receive notifications for non-booked referrals, simply add Referral delegate permissions for the relevant users.

To configure a specific user to receive non-booked notifications for services in a calendar:

  1. Navigate to Settings in the top menu, and select Referrals from the drop-down. 

  2. Scroll to the No-Provider Notifications section.

  3. Select Users to specify a receiver of non-booked referrals for that calendar.

  4. Type the name of the user into the text box. The changes automatically save in Caredove.

💡 Notes:

  • If you have more than one active calendar, you can select different users for each calendar.

  • Selecting 'Users' rather than 'Referral Delegates' will limit the permissions to only those you select in the 'Users' field. It will not maintain permissions for the Referral Delegates as well.

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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