Managing your personal notification preferences

Overview

Usystems can notify you automatically when important business events occur — such as when a new queue patient arrives, an invoice is created, or stock runs low. You control what triggers a notification, how important it is, and where you want to receive it (on-screen in the system, or by email).

This guide explains how to create, edit, and manage your personal notification rules.

Before you start

• You need the permission to manage notification rules. Contact your administrator if you don't have access.
• You must have an email address on file in your profile.
• Notification rules apply only to your account.

Steps

Access the notification preferences

1. Click the ⚙ Settings menu icon in the top-right corner of Usystems.
2. In the sidebar, select Notifications.
3. You will see the Personal Notifications settings page, which displays your current notification rules (if any).

Open in Usystems

Create a new notification rule

1. On the Personal Notifications page, click the + New notification rule button.

2. A form will open with the following fields:

   • Name — a short label for this rule (e.g., "Alert when new patient arrives").
   • Model — the business object this rule watches (e.g., Queue, Invoice, Contact).
   • Event — what action triggers the notification (Create, Update, Delete, Low Stock).
   • Importance — the priority level (Low, Normal, High, Critical).
   • Description — optional notes explaining why you set this rule.
   • Message template — custom text for the notification. Use placeholders: {model}, {event}, {summary}, {id}.

3. (Optional) Add conditions to narrow when the rule fires:

   • Click + Add condition.
   • Choose a field on the model (e.g., status, priority).
   • Select an operator (equals, contains, is null, etc.).
   • Enter a value to match.
   • You can add multiple conditions; choose whether the rule fires when all or any condition is met.

4. Choose your notification channels:

   • System — notifications appear in Usystems when you log in.
   • Email — notifications are sent to your email address.
   • Check the channels you want to use.

5. Click Save rule.

Your rule is now active. The system will monitor for matching events and send notifications as configured.

Enable, disable, or edit a rule

Each active rule appears in a card on the Personal Notifications page:

• Enable / Disable — toggle the switch next to "Enabled" to turn the rule on or off.
• Change channels — check or uncheck "System" and "Email" to control where you receive notifications without deleting the rule.
• Delete — click the Delete button to remove the rule. (You cannot delete required system rules.)

Tips & common mistakes

• Test with a simple rule first. Create a rule for a common event (e.g., "Queue: Create, no conditions") to verify you receive notifications as expected.
• Use conditions to reduce noise. Without conditions, a rule fires on every matching event. For example, add a condition "importance = High" to only notify on urgent cases.
• Check your email settings. If you enable email notifications but don't receive them, confirm your email address is correct in your profile (Settings → Your Profile).
• The message template is optional. If you leave it blank, Usystems will show a default message like "Queue — Create — Patient ID 42".

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