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Add Notification Recipients to a Digital Form

In Instinct EMR, notification recipients are the staff who are alerted when a client submits a form. You need the admin_manage_digital_forms permission to add notification recipients.

Written by Melissa Duarte

Set notification recipients for one form

  1. Go to Admin → Practice → Forms. Select the form you’d like to edit.

  2. Under Notification Recipients, add individual staff members, calendar groups, or both.

  3. Save your changes.

Set practice-wide notification recipients

  1. Go to Admin → Practice → Forms.

  2. Click Manage → Notification Recipients.

  3. Add the staff members who should be notified for every form.

  4. Save your changes.

Who gets notified

How the form was sent

Notification Recipients set?

Who is notified

Manually from the patient chart or dashboard

Yes

The form sender, the form's notification recipients, and any practice-wide recipients

Manually from the patient chart or dashboard

No

Only the form sender

Via an automation or appointment reminder

Yes

The form's notification recipients and any practice-wide recipients

Via an automation or appointment reminder

No

No one

Note: A person who is both the sender and a recipient receives one notification. Deactivated staff are never notified.

Still need help?

Contact support via live chat or email [email protected].

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