Task Notifications

Billiyo has the ability to notify Users when actions are taken that need follow up from the Back Office Users.

Navigation: In the Upper Left Side of the Web Portal you will see a Profile Icon. 

This is the Notification Center.

By Clicking on the Icon you can open up the Notifications and By Default it is set to Open the Messages Notifications.

Click on the Tasks Tab within the Notification Center to See the Tasks.

The Tasks need actions to be taken by the Back Office User and the User will see Buttons to take an action against the Notification. 

Let's talk about the Buttons:

• Mark as Read: This button only marks notifications as read for the logged-in user. It changes the notification color and removes it from the notification count but keeps it in the list.

• Hide Task: This button only hides the notification for the logged-in user, removes it from the notification count, and removes it from the notification list but keeps it in the Task page.

• Mark Complete: Same functionality as on the Task page. Marks the task as completed for all users, removes it from the list, and decreases the notification count.

• Delete Task: Same functionality as on the Task page. Deletes the task for all users, removes it from the list, and decreases the notification count.

To Be Taken to the Page that you will take the Action on, Simply Click on the task itself.

For Example: Client Onboarding Review

This Task is Generated when a New Client is added within Billiyo.

By Clicking on the Task, you will be taken to the Client Profile to Review the Patient Prior to Switching them to Pending or Active. 

Our Skilled Agency's will be Taken to the Patient Dashboard.

Make Sure You select the Patient Status as Pre Admission- this is the Status of a Client/Patient that was Just Onboarded. 
By Default the Status will be Active. 

Take the Action in the Page, that is needed and Come back to The Task Notification to Mark it as Complete when you are Ready.