> ## Documentation Index
> Fetch the complete documentation index at: https://docs.decodahealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Personalized Notifications

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.

<CardGroup cols={2}>
  <Card title="Before" icon="xmark">
    * Everyone gets every notification
    * No way to filter by role
    * Same delivery settings for all alert types
    * Notifications from all locations
  </Card>

  <Card title="After" icon="check">
    * 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
  </Card>
</CardGroup>

***

## Setting Up Your Preferences

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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Choose Delivery Methods">
    For each alert type, toggle **SMS**, **Email**, and **In-App** independently. Enable only the channels that matter to you.
  </Step>

  <Step title="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
  </Step>

  <Step title="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.
  </Step>
</Steps>

***

## How Permission Filtering Works

Notifications are filtered based on your role's permissions. Here's what each role typically sees:

<AccordionGroup>
  <Accordion title="Front Desk / Scheduling">
    * Appointment scheduled, cancelled, updated
    * Self-scheduled appointments
    * Patient check-in and form submissions
    * Schedule blocks and shifts
  </Accordion>

  <Accordion title="Billing Staff">
    * Payments created, failed, succeeded
    * Payment plan failures
    * Charges, refunds, and adjustments
    * Invoice updates
    * Deposit notifications
  </Accordion>

  <Accordion title="Clinical / Providers">
    * Clinical note creation and updates
    * Form submissions
    * Patient updates
    * Appointment checklist updates
  </Accordion>

  <Accordion title="Communications">
    * Messages received, sent, delivered, and failed
    * Calls received and made
    * Emails received and sent
    * AI system notifications
  </Accordion>

  <Accordion title="Inventory Management">
    * Low stock alerts
    * Stock additions, updates, and drawdowns
    * Shipment received and updated
    * Purchase order status changes
  </Accordion>
</AccordionGroup>

<Info>
  Users with multiple roles see the combined set of alerts from all their permissions. Admins with full access see everything.
</Info>

***

## Notification Channels

<CardGroup cols={3}>
  <Card title="In-App" icon="bell">
    Appears in the notification panel inside Decoda. Click the bell icon or open from the sidebar.
  </Card>

  <Card title="SMS" icon="message">
    Text messages sent to your phone number on file. Configure your number in **Settings > Profile**.
  </Card>

  <Card title="Email" icon="envelope">
    Sent to your account email address. Check your inbox or spam folder if you're not receiving them.
  </Card>
</CardGroup>

***

## 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.

<Tip>
  Switch your active location from the profile menu in the sidebar. Your notification filter updates automatically.
</Tip>

***

## Quick Tips

<CardGroup cols={2}>
  <Card title="Reduce Noise" icon="volume-xmark">
    * Turn off SMS for low-priority alerts
    * Use In-App only for informational alerts
    * Enable location filtering if you work at one location
  </Card>

  <Card title="Stay on Top of Things" icon="bell">
    * 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
  </Card>
</CardGroup>

***

## 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](https://docs.decodahealth.com/guides/personalized-notifications)"

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