Notification settings

Notifications decide how clinic events reach your team and your patients — a new booking, a chat message, a completed consent. Too few and things get missed; too many and everyone tunes them out. This page is where you strike that balance.

The Notifications page

Go to Settings → Notifications — "shape how clinic events reach the team and patients".

The page has two columns of defaults:

• Organization email defaults — "baseline inbox notifications for everyone in the organization. Members can override these for themselves."
• Organization SMS defaults — "baseline text-message notifications for appointment, chat, and consent moments."

Within each, events are grouped by type, and every event is a toggle.

What you can be notified about

The events are grouped so you can reason about them by category:

• Organization — e.g. Organization welcome (a new member joins).
• Meetings — Patient meeting created, Booking page appointment (a patient books via the public page).
• Chat — New chat message from a clinician; new chat message from a patient.
• Patient updates — Patient questionnaire completed, Patient consent completed, Consent received, Questionnaire received.

Email and SMS have their own sets, so you can, for example, email the team about every booking but only text them about appointment confirmations.

Defaults vs. personal overrides

The key phrase is "members can override these for themselves." What you set here is the organization default — the starting point for everyone. Individuals can then tune their own notifications without changing the org baseline.

So set these defaults for the sensible middle: the notifications most of your team will want on. Leave the ones that are noise for some people off by default, and let those who want them opt in. A default that's too loud gets muted wholesale, which is worse than a quieter default people choose to turn up.

Choosing email vs. SMS

The two channels suit different things. Email carries detail and doesn't interrupt; SMS is immediate but intrusive and, for patients, may cost them a message. A good rule: SMS for the time-sensitive and patient-facing (an appointment confirmation), email for the informational and internal (a questionnaire came back). Ona's own grouping hints at this — the SMS defaults are framed around "appointment, chat, and consent moments," the touchpoints where immediacy matters.

Related feature toggles

A few small settings pages sit alongside this one and simply switch a feature on or off for the whole organization:

• Food Journal (Settings → Food Journal) — "let patients log meals and clinicians review nutrition trends." A single toggle. Turn it on for practices where diet is part of care (functional or integrative medicine); leave it off otherwise.
• Charting (Settings → Charting) — which charting sections appear (see Choosing which charting sections appear).
• Inventory (Settings → Inventory) — stock tracking on or off (see Managing inventory).

These share a pattern: an organization-wide switch that turns a capability on for everyone, rather than per-user settings.