Personalise email Communications with the new Email Signature feature
15 Aug 2023
We are thrilled to announce our latest release, Case Alerts! With this game-changing feature, providers can now receive email notifications when a case is approaching its expiry date or has reached a specific level of utilisation. This means that you no longer have to run the cases report periodically to determine your clients' case end dates. Instead, you can opt for individuals or user groups to receive these email notifications.
Case Alerts are particularly useful for NDIS providers who are responsible for managing their participant's NDIS service agreement funding. By using Case Alerts, you'll be able to free up more time and resources to focus on providing high-quality services to your clients. Additionally, since you'll receive email notifications when a case is approaching its expiry date, you'll be able to proactively plan and take action to ensure that your clients' needs are met. We believe that Case Alerts will revolutionise the way you manage your cases, and we can't wait to see the positive impact it will have on your practice!
With Splose's latest Case Alerts feature, providers can confidently set alerts to notify team members when a case is about to expire. This notification can be customised to a number of 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 they never miss any critical deadlines.
This feature allows providers to spend more time supporting clients without worrying about administrative tasks.
Splose's new feature not only notifies the relevant users when a case expires but also allows them to set custom alerts for when a case reaches a certain level of utilisation. This way, providers can stay on top of the client’s budget and reduce any overspending. For instance, a provider might want to be alerted when 70% of the funds allocated to a case have been utilised.
Utilisation alerts can be set according to how a case is tracked, such as setting up an email alert when a client reaches a certain percentage of their total allocated appointments, hours, or dollars.
Splose's Case Alerts feature is an exciting and valuable addition to the platform, providing users with a highly efficient and convenient way to stay on top of their cases in real time. This new feature enables users to receive notifications the moment there is a new development in their case, which means they can quickly and easily respond to any changes or updates. This increased level of responsiveness can help to ensure that users never miss critical case information, ultimately leading to a more streamlined and efficient workflow. Additionally, the Case Alerts feature is designed to be user-friendly and intuitive, making it easy for all users to take advantage of this powerful tool. By providing users with access to timely and relevant information, Splose's Case Alerts feature is sure to become an indispensable part of any provider’s toolkit.
Join our newsletter and get news, curated content and inspiration delivered straight to your inbox.