Notification Settings

OzyOps can send real-time notifications to your staff when important events happen, so your team can respond quickly without constantly watching the dashboard.

What Triggers Notifications

The following events can send notifications:

Event	What Happens	Urgency
Emergency call	A caller reports an urgent situation	Immediate
Prescription refill request	A patient requests a medication refill (healthcare)	High
New inquiry	A general inquiry that needs staff attention	Normal
Appointment booked	The AI successfully booked an appointment	Informational
New lead in pipeline	A quote or lead enters the pipeline	Normal

Adding Notification Recipients

1. Go to Settings > Notifications.
2. Click Add Recipient.
3. Enter the person's name and phone number.
4. Select which notification types they should receive (emergencies, prescriptions, inquiries, appointments).
5. Click Save.

You can add multiple recipients. Each recipient can receive different notification types based on their role.

Assign notification types based on role

Your office manager might need all notification types, while your on-call tech only needs emergency alerts. Tailoring notifications prevents alert fatigue.

How Notifications Are Delivered

Notifications are sent via SMS to the phone numbers you configure. Each recipient receives a separate text message for each event.

Notifications count toward your SMS allotment

Each notification SMS sent to each recipient counts against your monthly SMS limit. If you have 3 staff members receiving emergency alerts, one emergency call uses 3 SMS from your allotment.

Example: 5 emergencies per month with 3 recipients = 15 SMS used for notifications alone.

To manage usage, only enable notification types that each staff member truly needs.

Managing Notification Volume

If notification SMS is consuming too much of your allotment:

• Reduce recipients -- Only essential staff should receive each type.
• Narrow notification types -- Front desk does not need prescription alerts. The on-call tech does not need general inquiries.
• Check the dashboard instead -- For non-urgent items, checking the dashboard once or twice per day may be sufficient.
• Upgrade your plan -- Higher tiers include more SMS. The jump from Starter (1,000 SMS) to Essential (5,000 SMS) gives significant headroom.

Removing or Editing Recipients

1. Go to Settings > Notifications.
2. Find the recipient you want to change.
3. Click Edit to change their notification types, or Remove to delete them entirely.
4. Save your changes.

Common Questions

Can I receive notifications by email instead of SMS? Emergency email notifications are sent automatically regardless of your SMS notification settings. For other notification types, SMS is currently the primary delivery method.

Will I get a notification for every single call? No. Notifications are only sent for the event types you configure (emergencies, prescriptions, inquiries, appointments). Routine calls that do not match these categories are logged in the dashboard but do not trigger notifications.

What if my phone number changes? Go to Settings > Notifications and update the phone number for your recipient entry.

Do notification SMS come from the same number as patient/client SMS? Yes. All OzyOps SMS messages come from the same verified business number.