Workflows

Review notifications

Find notifications by category and open the related record.

Platform · Last verified:

Starting route: /notifications

  1. Open Notifications. All shows the full notification list.
  2. Choose a category such as patient, calendar, vaccine, inventory, sales, or tasks to narrow the list.
  3. Select a notification row. It is marked as read and, when available, opens the related Platform record.
  4. To change only its read state, use Mark as read on the row. If you have unread items, Mark all as read is available.
  5. If an item is no longer needed, use its delete action and review the confirmation.

If a related record does not open, check your access to that screen. Other user screens.

Read is not completed

Marking a task notification read does not finish the task; inspect task details. Deleting a notification does not delete its appointment, sale or patient.

For an inaccessible target, check clinic, role and current record state. SMS/email and device push permissions are separate. See tasks/reminders and notification issues.

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