Navigating Your Notifications

Stay Updated with Notifications in OneSpot

Keeping track of important updates is easier than ever in OneSpot, thanks to centralized Notifications. No matter where you are in the app, you can access all your notifications by clicking the bell icon in the top navigation bar. The icon also shows how many open notifications you currently have.

Notifications are sent when key account or certain claim activity occurs—such as updates to Admin data, a change in a claim’s status from completed to active, or if the system can’t connect to your practice management system (PMS).

Select the bell icon to view your 'Open' notifications. The list is sorted from newest to oldest. You can scroll down to view older items and stay in the loop on everything happening in your workspace.

Manage Your Notifications

You have full control over how you manage your notifications:

• Clear All: Instantly remove all 'Open' notifications with one click, helping you declutter and focus on what matters most.
  • Note: Notifications are shared across all active users in your account. When one user clears a notification, it will be cleared for everyone.
• Ellipsis Menu: For more control, use the three-dot menu on individual notifications to either:
  • Clear the notification.
  • Create a To-Do if it requires follow-up.
• View All: Select this option to view all notifications.

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  • Select the Sort icon to access additional sorting and ordering options (like creation date) to find what’s most relevant to you quickly.

What You Might See in Notifications

Notifications in OneSpot help you stay informed about key events and updates, including:

• Payers that were created or updated during the upload payer or upload aging file process
• Claim status changes that occurred during the aging file upload process. These include: 

  • Completed → Active.

  • Completed → Pending.

  • Active → Pending.

• RevolutionEHR: Syncing or import errors.
• OfficeMate: Unapplied payments. 

Easily Return to Your Work

After checking your notifications, you can quickly jump back into what you were doing by selecting the module you were just in. OneSpot will take you right back to where you left off—no need to retrace your steps or lose your place.

Tips for Staying Organized

• Make it a habit to review and clear notifications daily—not just to keep your workspace organized but to stay on top of important updates. Notifications may alert you to changes in Admin data or syncing/import issues that could affect whether the OneSpot information is accurate and current.

• Quickly turn actionable notifications into To-Dos from the action menu—whether you need a reminder to follow up later or want to assign the task to someone else.

• You can use the sort and filtering to prioritize what needs your attention first.