You and your team can receive email notifications when a case is approaching its expiry date or has reached a specific utilisation. This means you'll no longer have to run a case report periodically to determine your clients' case end dates. Instead, you can opt for individuals or user groups to receive these email notifications.

Navigate to any case and click edit.

Scroll down and enable Case alerts and choose your preferences.

This notification can be customised to several weeks or months before the case expiry date to suit their preference. By receiving these timely notifications, providers can stay on top of their cases and ensure that users never miss any critical deadlines.

Set up alerts for when a case reaches a certain level of utilisation. For hours and budget alerts, you can specify when a case reaches a certain level of utilisation to get an email alert.

For appointments, you can specify when a case reaches a specific number, such as sending an alert once five out of six appointments are invoiced.

Select individual users or user groups to receive these email notifications.

Case alerts will be emailed to the selected users and user groups accordingly.