Admin Posted May 5 Share Posted May 5 Screen Recording -01.mp4 This video showcases our new "Note Tagging" feature that will send out email and SMS messages when a note is added to Dibcase. To trigger this automation, simply add an employee to a note to trigger the alerts. Suggested Tags: @Address (Address change) @Callback (Wants EOD) @Case Review (Internal) @Medical (New hospital visit or other medical related info) @Phone (New Phone number) @Test (Medical test was completed) @Urgent (Someone is on phone like a Judge or OHO calling) @Work(Started a job or gone to work) Quote Link to comment Share on other sites More sharing options...
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