Policy Manager

CI

Supported Notification Categories

Payment Notifications

Receipts, invoices, billing reminders, payout confirmations & subscription alerts.

ReceiptsInvoicesBilling RemindersPayoutsRefunds

Clinical Notifications

HIPAA-compliant patient updates, lab results, appointment reminders & care messages.

Lab ResultsAppointmentsRx RefillsCare Updates

Business Notifications

Operational alerts, transactional updates, customer messaging & internal digests.

Order StatusOnboardingAccount ActivityReportsAlerts

Active Policy Rulesets