The Lookout App for Helpers & Members/Families
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      1. The Lookout Way Support 2024
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      3. The Lookout App for Helpers & Members/Families

      Notification Types

      A listing of notifications generated by Lookout

      Account Activation Invite

      • Purpose - Set password and access App

      • Who can receive this - Everyone

      • Triggered by - Admin User

      • How delivered - Email

      Notes: Can only be triggered by an Admin User

      Reset Password

      • Purpose - Reset Password

      • Who can receive this - Everyone

      • Triggered by - Reset Password functionality

      • How delivered - Email

      Notes: Can be triggered by a User or Admin Engineer. Will only work if the user has previously being invited to activate their account.

      Invoice Summary

      • Purpose - Providing a summary of the invoices the user has received or created. Showing how much to expect to be debited or credited to their account.

      • Who can receive this - Care Workers (Helpers) and Billing Recipients

      • Triggered by Scheduled billing run

      • How delivered Email or alert in the App

      Notes: Care workers are only sent this every scheduled cycle.

      Care Team Updates

      • Purpose - To share the price and Care Worker contract with all parties

      • Who can receive this - Billing recipients, Members, Authorised Representatives

      • Triggered by New Care Worker Contract upload

      • How delivered - Email

      Notes: This functionality keeps all parties up to date with contract prices that are set

      Change to a Visit

      • Purpose - To let the Member and Auth Representative know that their schedule has been adjusted by a Helper

      • Who can receive this- Members and Authorised Representatives

      • Triggered by - Care Worker additions/edits or cancellation of a visit if they have admin rights to do this.

      • How delivered - SMS

      Notes: This is not sent when visits are updated in the Administration dashboard

      Vacant Visit (New Opportunity)

      • Purpose - To let Care Workers know about a new vacant visit opportunity and get them to respond to the request to fill the visit

      • Who can receive this - Care Workers

      • Triggered by - Staff member sends new visit invitation from the Administration Dashboard

      • How delivered - Pushed to App or Email

      Notes: These messages are sent in real time to advertise vacant visits and can be sent to multiple Care Workers

      Visit Reminder

      • Purpose - To remind Care Worker of a visit coming up

      • Who can receive this - Care Workers

      • Triggered by - System one hour before the visit

      • How delivered - Pushed to App and email

      Check In Reminder

      • Purpose - To remind the Care Worker to check into a visit

      • Who can receive this - Care Workers

      • Triggered by - System

      • How delivered - Pushed to App or email

      Check Out Reminder

      • Purpose - Who can receive this? - Care Workers

      • Triggered by - Completion of visit

      • How delivered - Pushed to App or email

      Survey Invite

      • Purpose - To gather information and feedback from Members and Auth Reps

      • Who can receive this - Members and Authorised Representatives

      • Triggered by - Staffer sets up a survey then the system send it on the defined schedule

      • How delivered - Email or SMS

      Notes: Regular surveys allow proactive care management (see information on Surveys)

      Ticket Assigned

      • Purpose - To let the Staffer know they have been assigned a ticket.

      • Who can receive this - Staffers - All

      • Triggered by - A ticket that has been assigned to a staff member

      • How delivered - email

      Notes: Tickets enhance internal workflows and allow effective communication between teams.

      Ticket Mention

      • Purpose - To let the Staffer know they have been mentioned in a ticket.

      • Who can receive this - Staffers -All

      • Triggered by - A mention of the staff member in a ticket that has been created

      • How delivered - email

      Ticket Reply

      • Purpose - To let a staff member know they have a new comment on a ticket

      • Who can receive this - Staffers - All

      • Triggered by - A ticket a staff member is assigned to as an updated comment

      • How delivered - email

      Invoice Generation Complete

      • Purpose - To let the Staffer know the Billing run has finished generating the weekly invoices

      • Who can receive this - Finance Staff

      • Triggered by - Billing run invoice generation

      • How delivered - email

      Billing Run Published

      • Purpose - To let the Staffer know the Billing run has published the invoices.

      • Who can receive this - Finance Staff

      • Triggered by - The publication of the billing run

      • How delivered - email

      Account Balance

      • Purpose - Provide the current account balance and link to view account transactions

      • Who can receive this - Billing Recipients

      • Triggered by - Billing run cycle

      • How delivered - email

      Notes: If the membership has an active account, they will receive this. If not, they receive the invoice summary email