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Communications & SMS3 min read
AdminManager / CoordinatorClinician / Staff

How do I configure SMS, email, and push notification alerts for shifts and compliance?

Manage your mobile phone number and personal notification channels (SMS, Email, and In-App Push) so you never miss open shift broadcasts, credential renewal alerts, or timesheet approvals.

Direct Operational Answer

To configure SMS, email, and push notification preferences in YourMedSoft, navigate to Settings > Notifications (/portal/settings?tab=notifications), toggle Email Notifications, SMS Text Alerts, and In-App Push Notifications on or off, and click Save Changes. Ensure your mobile number is saved under Profile Settings so SMS alerts can be delivered.

What You Need Before Starting

  • An active YourMedSoft portal account.
  • A valid mobile phone number saved on your user profile for SMS delivery.

Clinical & Regulatory Compliance Standards

  • Honors user-level opt-out flags (notification_sms, notification_email) and token-verified unsubscribe requests.

Step-by-Step Instructions

1

Verify Your Mobile Phone Number

Navigate to Settings > Profile (or My Profile > Contact Details for clinicians) and confirm your mobile phone number is entered accurately.

UI: Settings > Profile > Phone
2

Open Notification Preferences

In Settings, select the "Notifications" tab (/portal/settings?tab=notifications) to view your personal alert channels.

UI: Settings > Notifications Tab
Operational Automation

Reach Clinicians Instantly via Direct Telnyx SMS & Dispatch Chat

Send organization-branded SMS texts directly from the portal and dispatch 1-tap unit door codes and shift alerts without personal phone trees.

3

Toggle Email, SMS, and Push Channels

Enable or disable "Email Notifications" (shift confirmations, invoice summaries, compliance digests), "SMS Text Alerts" (urgent shift broadcasts and direct admin texts), and "In-App Push Notifications" (real-time bell alerts and dispatch messages).

UI: Toggles: Email / SMS / Push
4

Save Preferences

Click "Save Changes". Your preferences take effect immediately across the scheduling broadcast engine and compliance alert crons.

UI: Button: Save Changes

Pro-Tips & Best Practices

  • Keep In-App Push and SMS enabled if you are a per diem or float pool clinician so you can claim Tier 1 and Tier 2 shift broadcasts before they fill.
  • You can review all recent in-app alerts at any time by clicking the Notification Bell icon in the top navigation bar.

Troubleshooting & Operational Edge Cases

Issue: Not receiving SMS shift broadcasts despite SMS toggle being enabled

Operational Resolution: Confirm that your Phone field in Settings > Profile is populated and that your clinical role matches the role required on the broadcasted shift.

Frequently Asked Questions & Troubleshooting

How do I unsubscribe from automated emails or texts?

You can toggle SMS or Email off in Settings > Notifications at any time, click the one-click unsubscribe link in any notification email (/unsubscribe), or reply STOP to any SMS message.

Authored by: YourMedSoft Clinical Operations Team•Medically & Operationally Reviewed by: Sarah Jenkins, MSN, RN, Healthcare Compliance Director
Last Updated: October 2026• Verified

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