Set Channel Preferences
Configure which communication channels are used for each notification type across your organization.
Prerequisites
- OrganizationAdmin role (or recipient for personal overrides)
- Access to Communication settings
Steps
- Navigate to Communication → Channel Preferences.
- For each notification type, configure:
- Primary channel — the main delivery channel (e.g., Email, WhatsApp, SMS, In-App, Push)
- Fallback chain — ordered list of alternative channels if the primary fails
- Multi-channel — yes/no: whether to send on multiple channels simultaneously
- Click Save to apply the preferences.
Notes
- Default preferences (provided until customized):
- Appointment reminders: Email (primary), WhatsApp (fallback)
- AI analysis complete: In-App (primary), Push (fallback)
- Report generated: Email (primary)
- Security alerts: Email (primary), SMS (fallback)
- Recipients (staff or patients) can override Organization-level preferences for their own notifications, with the constraint that transactional notifications cannot be disabled.
- Recipient-level overrides take precedence over Organization-level preferences for non-transactional notifications.
- At least one channel must be configured for every notification type.
- All preference changes are recorded in the AuditLog.