Workflows
Review notifications
Find notifications by category and open the related record.
Platform · Last verified:
Starting route: /notifications
- Open Notifications. All shows the full notification list.
- Choose a category such as patient, calendar, vaccine, inventory, sales, or tasks to narrow the list.
- Select a notification row. It is marked as read and, when available, opens the related Platform record.
- To change only its read state, use Mark as read on the row. If you have unread items, Mark all as read is available.
- 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.