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Sparkles Module

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Page under construction! Details about module may change.

How Sparkles Work

Sparkles are made up of 🕑 rules and 🔔notifications. When a sparkle 🏃‍♀️runs, it grabs visit data and evaluates it based on one or many rules. Once all rules are met then a sparkle is delivered based on notification settings.

Standard Sparkles

Each can be targeted to work for only certain branches, service codes, facilities, or client / employee groups.

  • Upcoming Visit Reminder to Employee
  • Upcoming Visit Reminder to Client
  • Birthday / Anniversary Notification to Employee or Office
  • Late Clock In Alert To Employee or Office
  • Late Clock Out Alert to Employee or Office
  • Early Clock In Alert to Office

The Sparkles engine allows for customization

  • Custom Sparkle Example - SMS + Email with web link + instructions to Employees that have client visits tomorrow providing Service Code A, in Branch B, in Facility C

Rule Options

Each sparkle can be configured to have one or many rules.

  • Branch(es) - a sparkle can be assigned to run for one, many, or all client branches
  • Groups
    • Employees Includes / Excludes - a sparkles can be set to include only certain employees based on group membership or exclude employees based on group membership.
    • Client Group Includes / Excludes - a sparkles can be set to include only certain clients based on group membership or exclude clients based on group membership.
  • Service Codes - a sparkle can be set to include or exclude one or many service codes when evaluating visits

Notifications

One or many notifications can be attached to a sparkle and can have a customized and dynamic message depending on visit information.

  • Email Notification - can be sent to one or many email addresses
  • SMS Notification
    • Employee - can be sent to employee assigned to qualified visit
    • Client - can be sent to client main phone on qualified visit
    • Specific Number - can be set to a specific number like a shared phone used by back office staff.
  • Post Notification - can be sent to a HTTP end point. This is used for things like integrating with Slack, MS Teams, or other communication software.