You have three options for setting up notifications when your clients respond in the portal:
Add users in your organization to be notified in a client's close page
Go to the Client Portal
Go to Notification Settings
Add the users you want to be notified when the client responds
You can manage your own notifications in your User Settings
Click your user icon (your initials in a colored circle) in the top right-hand corner
From here, click Client Questions, then add the clients you wish to be notified about, and click Save
If you are an admin, you can click Practice Settings (⚙️ icon), then click All Client settings, and choose the users that should be notified for each client
How can I get notified as soon as my client answers my question?
By default, Keeper will send you a once-daily summary of all the clients who have answered your questions in the previous day.
To receive notifications as soon as your client responds:
Go to your User Settings (your initials in a colored circle)
Click the Client Questions tab
Check Enable instant notifications
