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Automated Client Email Notifications

KST Staff • September 6, 2020

Automated Notifications

Automated emails are designed to remove the manual requirements to distribute information to clients. By customizing the notifications per email address, Orna will automatically distribute information based on the triggers set.


Automated e-mails for daily activity reports, case reports, calls for service are all set up under each client profile page.


Automation can only be set up under the admin module


E-mails with attachments exceeding 9mb will not be automatically sent out, you'll need to manually download those forms and send them to your clients. This is a email client restriction, not an Orna restriction.



Activity Reports


Daily Activity Reports will be sent out based on the time zone and time selected under the notifications tab per recipient.


Data for the report is sent in 24 hour blocks, so you can set a recipient to receive data from 5am to 5am and receive it at 6am if needed. 


Weekly Activity Reports (Sun-Sat) will be sent out every Sunday



Monthly Activity Reports will be sent out on the first day of every month



Case Reports


For a specific person to be notified of an approved report, apply the option of when approved to the e-mail address.


Individual and/or group e-mail addresses added to the table will receive a copy of the case report once it's approved



Call Cards (Calls For Service)


For a specific person or group to be notified when a call is closed, apply the option of when closed to the specific e-mail address.


Individual and/or group e-mail addresses with this option will receive a copy of the call details once it is closed




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