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Notifications: Keep Your Team Informed in Real Time

Notifications in the HRA Console allow you to alert internal teams when specific types of users complete an HRA. Whether it’s a high-risk participant, a user without a PCP, or someone who opted into a call, notifications help ensure no one falls through the cracks—without requiring your team to manually monitor completions.

📹 Watch the video overview on creating and assigning Notifications

What Are Notifications?

Notifications are automated email alerts triggered by specific conditions at the time of HRA completion. They are configured per HRA and can be delivered:

  • Immediately (real-time alerts)
  • On a schedule (daily digests)

Use them to:

  • Notify care teams when a callback may be needed
  • Alert marketing when a high-value lead completes an HRA
  • Route participant data to service line managers in real time

follow-up tiles - notifications


How to Create a Notification

  1. Go to the relevant HRA’s Follow-Up Plan > Notifications module
  2. Click Add Notification
  3. Configure the following:
    • Risk levels to trigger the alert
    • Filters such as PCP status or phone opt-in
    • Report type to include (e.g., PHI from all completions)
    • Fields to show in the email (e.g., name, DOB, risk result)
    • Recipients (must be Console users with PHI access)
    • Delivery frequency (real-time or daily digest)

📸 (Screenshot: full notification creation modal)

notifications2

 

Included Report Formats

Choose which data is included in the email:

  • Name, email, date of birth
  • Risk result
  • Link to full risk report
  • All included in a downloadable Excel/CSV format

You can hover over the info icon in the Console to see a breakdown of each report type before selecting.

When to Use Notifications vs. Engagement Queue CTAs

If you’re using Engagement Queue CTAs, notifications are built in.

But if you’re using a general CTA (like a scheduling link or phone number) and still want internal visibility, notifications are your best option.

Scenario Use Engagement CTA? Use Notification?
User opts in for callback ✅ Yes ❌ Not needed
User clicks general CTA (URL or phone) ❌ No ✅ Yes
No call action, but internal routing needed ❌ No ✅ Yes

💡 Learn more about Engagement Queue CTAs 

Best Practices

  • Use notifications when you don’t need structured call logging
  • Make sure recipients are added as users with PHI access
  • Send real-time alerts for critical pathways
  • Use daily digests for broader overviews without alert fatigue

 If you’d like to learn more, check out these resources:


If you need any help navigating the HRA Management Console or have features you wish to see added, don’t hesitate to contact your Client Success representative!

Email: hrasupport@unlockhealthnow.com