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Notifications are now personalized to each user. You only see alerts relevant to your role and permissions, and you can configure exactly how you receive them. Rolling out February 2026.

What Changed?

Old way: Everyone on the team received the same notifications. Billing staff saw clinical alerts, front desk saw inventory alerts — a lot of noise. New way: Notifications are filtered by your permissions. You only see what’s relevant to your role.

Before

  • Everyone gets every notification
  • No way to filter by role
  • Same delivery settings for all alert types
  • Notifications from all locations

After

  • Only see alerts you have permission to act on
  • Toggle SMS, Email, and In-App per alert type
  • Filter notifications by your current location
  • Control when notifications are marked as read

Setting Up Your Preferences

Go to Settings > Notifications to configure your notification preferences.
1

Review Your Alert Types

You’ll see a table of alert types grouped by category (Communication, Billing, Scheduling, etc.). Only the alert types relevant to your role are shown — if you don’t have billing permissions, you won’t see billing alerts here.
2

Choose Delivery Methods

For each alert type, toggle SMS, Email, and In-App independently. Enable only the channels that matter to you.
3

Set Auto-Mark as Read

Choose when notifications are automatically marked as read:
  • Manual Only — You must explicitly click “mark as read”
  • On Action — Marked as read when you click a notification’s action button
  • On Open — Automatically marked as read when you open the notification panel
4

Enable Location Filtering (Optional)

If your practice has multiple locations, turn on the location filter to only receive notifications from your currently selected location. Appointment, communication, and patient alerts will be scoped to that location; system-wide alerts (like deposit notifications) are always delivered.

How Permission Filtering Works

Notifications are filtered based on your role’s permissions. Here’s what each role typically sees:
  • Appointment scheduled, cancelled, updated
  • Self-scheduled appointments
  • Patient check-in and form submissions
  • Schedule blocks and shifts
  • Payments created, failed, succeeded
  • Payment plan failures
  • Charges, refunds, and adjustments
  • Invoice updates
  • Deposit notifications
  • Clinical note creation and updates
  • Form submissions
  • Patient updates
  • Appointment checklist updates
  • Messages received, sent, delivered, and failed
  • Calls received and made
  • Emails received and sent
  • AI system notifications
  • Low stock alerts
  • Stock additions, updates, and drawdowns
  • Shipment received and updated
  • Purchase order status changes
Users with multiple roles see the combined set of alerts from all their permissions. Admins with full access see everything.

Notification Channels

In-App

Appears in the notification panel inside Decoda. Click the bell icon or open from the sidebar.

SMS

Text messages sent to your phone number on file. Configure your number in Settings > Profile.

Email

Sent to your account email address. Check your inbox or spam folder if you’re not receiving them.

Location Filtering

If your practice has multiple locations, you can scope notifications to your selected location. What gets filtered: Appointment alerts, communication alerts (calls, messages), patient alerts, form submissions, and clinical notes — any alert tied to a specific location. What’s always delivered: System-wide alerts like deposit notifications, invoice updates, and inventory alerts that aren’t location-specific.
Switch your active location from the profile menu in the sidebar. Your notification filter updates automatically.

Quick Tips

Reduce Noise

  • Turn off SMS for low-priority alerts
  • Use In-App only for informational alerts
  • Enable location filtering if you work at one location

Stay on Top of Things

  • Enable SMS for payment failures and urgent alerts
  • Set auto-mark-read to “Manual Only” if you need to track every notification
  • Keep In-App on for everything so you have a full history

Need Help?

Contact support if you have questions about your notification setup:
“Help me configure my Decoda notification preferences. Docs: https://docs.decodahealth.com/guides/personalized-notifications
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