When to Use Smart Notifications
Smart Notifications are ideal for automated, conditional messaging based on real-time data changes. If you've built reports or workflows in Dazos before, the setup will feel familiar since they share the same logic framework.
Two Main Use Cases
1. In-App CRM Alerts
Create custom alerts within the CRM based on record conditions such as:
Status changes (e.g., when a lead moves to "Potential" status)
Insurance type updates
Assignment changes
Any other field-based conditions in your CRM records
2. Real-Time iVerify Form Messages
Display instant messages to patients after they submit the verification form on iVerify. Common examples include:
"Congratulations, we accept your insurance!" when a VOB matches
"Sorry, we don't accept Medicaid" when insurance type equals Medicaid
Custom messages based on any verification results
How Smart Notifications Work
Smart Notifications use the same conditional logic system as other Dazos features:
All/Any Logic — set whether all conditions must be met or just any one condition
AND/OR Operators — combine multiple criteria with logical operators
Real-Time Triggers — messages fire immediately when conditions are satisfied
💡 Tip: The logic framework is identical to building reports and workflow automations — existing knowledge transfers directly to Smart Notification setup.
✅ Best Practice: Start with simple single-condition notifications before building complex multi-condition logic to ensure accurate triggering behavior.