View or Process a Notification

You can add or change the information in a notification as well as update the status.

  • Super-Regulator
  • Regulator
  • Admin Officer

Admin Officers are limited to working with patient-related (SPT) notification types

In this topic

Access a Notification from the Tasks List

  1. From the top navigation menu, click Tasks.

    The All Tasks screen displays.

  2. Locate the notification that you want to access. To help you do this, you can:

    • Filter by date range. The default range is set to show the tasks created in the last 12 months.

    • Apply additional filters to each column header by clicking the filter icon.

      For example, filter the Related Entity column to display only Notifications.

    • To change the sort order, click a column header.

  3. Click the Patient name to open the patient profile.

    The notification for that patient automatically opens.

For next steps, see Process a Notification

Access a Notification from the Notifications List

  • Super-Regulator
  • Regulator

  1. From the navigation menu, click Notifications.

    A list of notifications displays.

  2. Locate the notification that you want to access. To help you do this, you can:

    • Filter by date range. The default range is set to show the tasks created in the last 12 months.

    • Apply additional filters to each column header by clicking the filter icon.

    • To change the sort order, click a column header.

  3. For next steps, see Process a Notification

Access a Notification from a Patient, Prescriber, or Organisation Record

    Admin Officers are limited to working with patient-related (SPT) notification types

  1. Search for the relevant Patient, Prescriber, or Organisation, and then open the record.

  2. Depending on which record type you have opened, scroll down to and open either the Permits and Notifications or Notifications section.

    Any existing notifications will display in the grid.

  3. Click the relevant notification to open it.

For next steps, see Process a Notification

Process a Notification

After accessing the notification using one of the methods above, you can process the notification.

  1. Change the Status, for example from Submitted to In Progress.

  2. Make any other changes to the notifications as relevant depending on the information supplied and the type of notification.

  3. Expand any collapsed sections to view or add more information:

    • Compliance Activities View or add a Compliance Activity. For more details see Compliance Activities.

    • Correspondence View, create or upload correspondence. For more details, see Correspondence.

    • Notes View or add notes:

      1. Click Add Note.

        The Create Note popup displays.

      2. Complete the note details.

        • Note type - (Mandatory)

        • Team - (Mandatory)

        • Note - Enter text for the note.

        • File attachment - Choose a file or use drag and drop. (8 MB maximum)

        When all the mandatory fields have been completed, Save is enabled.

      3. Save the note.

      To delete a note, click the trash icon .

      You can only delete a note if you created it. Super Regulators can delete any notes.

  4. Click Save.

Move a Notification to a Different Patient Record

If a notification has been created for the wrong patient, you can move it to a different patient.

  1. Access the notification.

  2. Click the Move Notification button.

    The Patient Search popup displays

  3. Search for and select the patient that you want to move the notifications to.

  4. Click OK.

    The following Confirmation popup displays.

    Before proceeding, make sure you have verified the accuracy and updated the correspondence.

  5. If you need to make changes or are unsure, press Cancel to return to the form.

  6. If you are certain that you want to proceed, click Move.