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Decide event-by-event who hears about an appointment, an invoice, or a treatment-plan acceptance — patient, doctor, admins, wider staff — so the inbox carries the things that matter and stops being noise. We pulled the five old global toggles apart because the same admin who needed reminders to fire to patients did not also need every receptionist CC’d on every appointment ping. The new grid lets you say yes to one and no to the other in a single click.

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What’s new

  • A grid, not a toggle list. Every operational email — appointment created, cancelled, rescheduled, invoice issued, treatment plan accepted, low-stock alert, end-of-day report and more — has an independent opt-in for each audience: the patient, the assigned doctor, clinic admins and the broader clinic staff.
  • Defaults retuned to cut noise. Patients and assigned doctors still get the emails they need. Clinic-wide CC on every appointment ping is OFF by default. You can turn it back on per event if you want it.
  • Silence a whole column in one click. A “silence this audience” button at the top of any column turns every event off for that group. Use it when a particular role is drowning in CCs.
  • Reset a whole row in one click. A “reset to defaults” button on every row puts that event back to our tuned defaults if you have tinkered too much.
  • Mobile card view. On a phone, each event collapses into a card with the same audience checkboxes, so you can audit the matrix from anywhere.
  • Your existing opt-outs were preserved. When we shipped the matrix we mapped every flag from the old five-toggle screen into its corresponding matrix cell, so nobody who had asked to stop receiving an email started receiving it again.

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How to use it

1

Open Settings → Notifications

Navigate to the notifications matrix from the Settings sidebar.
2

Find the event

Locate the event you care about in the left column — “Appointment cancelled”, “Treatment plan accepted”, “Invoice issued”, and so on.
3

Tick or untick the audience boxes

Across the row for each audience: Patient, Assigned doctor, Clinic admins, Wider clinic staff.
4

Use bulk actions if needed

If a whole audience is too loud, click Silence this column at the top of that column. If you have made a mess of one row, click Reset row.
5

Changes save as you tick

The audit log records every change with a before-and-after snapshot, so you can always check what changed and when.

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What changed since the last revision

  • The five global toggles (appointment reminders, missed-appointment alerts, feedback emails, stock alerts, end-of-day report) are gone. They live as rows in the new matrix.
  • The default for “wider clinic staff” on routine appointment events is now OFF. Previously it was ON, which produced the most-frequent complaint we received about email volume.
  • A companion guide at /guides/notifications-matrix walks through a worked example.

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Need help?

If anything is unclear, write to [email protected] or open a ticket from Settings → Support.