Notification preferences

Customize Your Notifications

Take control of how and when you receive updates from OtterClaims. Proper notification settings help you stay informed without feeling overwhelmed.

Accessing Notification Settings

Quick Access

1. Click your profile picture in the top right
2. Select "Settings"
3. Click "Notifications" in the sidebar
4. Choose your preferences
5. Save changes at the bottom

Notification Channels

Email Notifications

Receive updates via email:

• Most detailed notification method
• Includes full context and details
• Direct links to relevant claims
• Can be organized with email filters

In-App Notifications

See updates within OtterClaims:

• Real-time alerts
• Notification badge on bell icon
• Quick preview without leaving page
• Marked as read automatically

SMS Notifications

Text message alerts for urgent items:

• Requires phone number verification
• Best for time-sensitive updates
• Standard messaging rates apply
• Can be limited to critical items only

Push Notifications

Browser notifications when logged out:

• Must grant browser permission
• Works on desktop and mobile
• Appear even when tab is closed
• Click to open relevant page

Event-Specific Settings

Claim Status Changes

Get notified when claim status updates:

• ✓ Claim submitted (confirmation)
• ✓ Under review
• ✓ Approved
• ✓ Partially approved
• ✓ Denied
• ✓ More information needed
• ✓ Completed
• ✓ Payment processed

Messages and Communication

Stay on top of conversations:

• ✓ New message from provider
• ✓ Reply to your message
• ✓ @mentions in conversations
• ✓ High-priority messages
• ✓ Unread message reminders

Document Activity

Track document uploads and changes:

• ✓ Your upload completed
• ✓ Provider uploaded documents
• ✓ Document approved
• ✓ Document rejected (with reason)
• ✓ Additional documents requested

Team Activity

Monitor your team's actions:

• ✓ Claim assigned to you
• ✓ Someone commented on your claim
• ✓ @mentions in internal notes
• ✓ Team member needs assistance

System Updates

Important system notifications:

• ✓ Account security alerts
• ✓ Password change confirmations
• ✓ Login from new device
• ✓ New features released
• ✓ Scheduled maintenance notices
• ✓ Service disruptions

Notification Frequency

Instant (Real-Time)

Receive notifications immediately:

• Best for staying on top of urgent items
• Individual notification for each event
• Recommended for most users
• Can be filtered by priority

Hourly Digest

Bundled updates every hour:

• Reduces notification frequency
• Summary of all activity in past hour
• Good for busy periods
• Still relatively timely

Daily Digest

One comprehensive email per day:

• Sent at your preferred time
• Complete activity summary
• Prioritized items at top
• Best for low-volume facilities

Weekly Summary

High-level overview once per week:

• Every Monday morning (default)
• Statistics and trends
• Upcoming action items
• Performance metrics

Advanced Settings

Quiet Hours

Set do-not-disturb times:

• Start Time: When quiet hours begin
• End Time: When to resume notifications
• Days: Apply to weekdays, weekends, or both
• Critical Override: Allow urgent alerts through

Priority Filtering

Choose which priorities trigger notifications:

• All: Every notification (can be overwhelming)
• Medium+: Medium, high, and critical only
• High+: High and critical only (recommended)
• Critical Only: Most important items only

Provider-Specific Settings

Customize notifications by contract provider:

• Different frequency for each provider
• Enable/disable specific notification types
• Set priority thresholds per provider
• Useful for high-volume provider relationships

Location-Based Settings

If managing multiple facilities:

• Set different preferences per location
• Route notifications to location managers
• Aggregate or separate notifications
• Override with global settings

Mobile Notification Settings

Mobile Push Notifications

Configure mobile browser alerts:

• Allow browser notifications when prompted
• Works on iOS Safari and Android Chrome
• Receive alerts even when browser closed
• Tap notification to open claim

Mobile-Specific Preferences

Optimize for mobile devices:

• Reduce notification frequency on mobile
• Show only high-priority items
• Disable during specific hours
• Vibration and sound settings

Email Preferences

Email Format

Choose how emails are formatted:

• HTML: Rich formatting with images (default)
• Plain Text: Simple text-only emails
• Mobile-Optimized: Simplified for mobile devices

Email Grouping

How multiple notifications are combined:

• Individual: Separate email for each notification
• Threaded: Group by claim in email threads
• Digest: Combine into summary emails

Unsubscribe Options

Granular control over email types:

• Unsubscribe from marketing emails
• Keep transactional notifications
• Customize newsletter preferences
• One-click unsubscribe links in all emails

Reminder Settings

Automatic Reminders

Set up helpful reminders:

• Pending Responses: Remind if no provider response after X hours
• Action Items: Daily reminder of tasks needing attention
• Document Uploads: Remind to upload missing documents
• Claim Updates: Prompt to update status on old claims

Reminder Frequency

How often reminders are sent:

• Daily at specified time
• Every X hours
• Weekly summary
• One-time only

Testing Your Settings

Send Test Notification

Verify your settings work:

1. Go to Notification Settings
2. Click "Send Test Notification"
3. Check your email, SMS, or push notifications
4. Verify it arrives as expected
5. Adjust settings if needed

Preview Mode

See what notifications look like:

• Preview email format
• View in-app notification appearance
• Check SMS message format
• Test on different devices

Troubleshooting

Not Receiving Notifications

If notifications aren't arriving:

1. Verify notifications are enabled for that event type
2. Check spam/junk folder for emails
3. Confirm your contact info is correct
4. Test with "Send Test Notification"
5. Check quiet hours aren't active
6. Verify browser permissions for push notifications

Too Many Notifications

If you're overwhelmed:

• Switch to digest mode instead of instant
• Increase priority threshold
• Disable less important notification types
• Set up quiet hours for off-hours
• Use provider-specific filtering

Delayed Notifications

If notifications arrive late:

• Check if digest mode is enabled
• Verify your email provider isn't delaying delivery
• Test with instant notifications for comparison
• Check your internet connection
• Contact support if delays persist

Best Practices

Finding Your Balance

Recommended approach:

1. Start with instant notifications for first week
2. Monitor which notifications are most useful
3. Adjust frequency based on claim volume
4. Fine-tune priority levels
5. Review and adjust monthly

For Different Roles

Technicians:

• Instant notifications for assigned claims
• High and critical priority
• Email and push notifications

Managers:

• Hourly digest during work hours
• All priorities
• Email notifications with daily summary

Owners:

• Daily digest for routine items
• Instant for critical issues
• Weekly performance summary

Seasonal Adjustments

Adjust based on workload:

• Busy Season: Switch to digest mode, higher priority threshold
• Slow Season: Instant notifications, all priorities
• Vacation: Delegate notifications to team members

Managing Notification Fatigue

Signs You Need to Adjust

• Ignoring or deleting notifications without reading
• Missing important updates due to volume
• Feeling stressed by notification sounds/badges
• Spending too much time checking notifications

Solutions

• Consolidate to fewer notification channels
• Set specific times to check notifications
• Use filters to reduce non-essential alerts
• Enable quiet hours during focused work time
• Rely on daily digests instead of instant alerts