Rolling Notifications for Snapshot Push
This article explains how Patient Copilot’s “rolling notifications” improve the experience of pushing snapshots to multiple sub-accounts. Instead of receiving a separate notification for every location, grouped updates keep your notifications cleaner and easier to follow. Please Note: This article only explains how rolling in-app notifications are displayed during snapshot pushes. If you’re looking for information about email notifications, please refer to Snapshot Notification Preferences. * * * ## What is a Snapshot Push? A snapshot push is the process of copying a predefined configuration, funnel, workflow, or entire account setup from one Patient Copilot account (often an agency template) into another sub-account. This allows agencies to quickly deploy a standardized setup across multiple client accounts without rebuilding each one from scratch. * * * ## What Is the Rolling Notification Feature? Rolling Notifications streamline how notifications are delivered when pushing a snapshot to multiple sub-accounts. Previously, users received a separate notification for every location. Now, when pushing to more than 10 sub-accounts, notifications are grouped and sent at progress intervals (10%, 30%, 70%, 100%). * * * ## Key Benefits of Rolling Notifications Grouped notifications reduce clutter and improve visibility into snapshot progress. - Reduces notification overload when pushing to 10+ sub-accounts. - Delivers grouped progress updates at 4 key milestones (10%, 30%, 70%, 100%). - Maintains individual notifications for fewer than 10 sub-accounts. - Helps admins monitor large snapshot pushes more easily. - No change required — this update is automatically enabled. - Retains visibility into failed snapshot pushes with individual alerts. * * * ## Snapshot Pushed to 10 or fewer sub-accounts If you push a snapshot to fewer than 10 locations, you’ll receive an individual notification for each location, just as before.!(https://assets.patientcopilot.ai/41016beb78213508.png) * * * ## Smart Notification Grouping (Snapshot pushed to more than 10 sub-accounts) Smart Notification Grouping is at the heart of this feature, prioritizing both clarity and efficiency. It categorizes the notification strategy based on the number of target locations during a snapshot push. - For pushes to fewer than 10 locations, individual notifications are delivered as done previously, offering detailed insights for each location. - When deploying to 10 or more locations, notifications are consolidated into rolling alerts triggered at key milestones—10%, 30%, 70%, and finally 100% of the locations processed. - This grouping strategy reduces clutter and helps you focus on overall progress while still keeping critical stages visible.!(https://assets.patientcopilot.ai/f5e40295b6217307.png) * * * ## Individual Failure Notifications Individual Failure Notifications ensure that no error goes unnoticed, even when using the consolidated rolling system. - Each failed snapshot push generates its own notification to draw immediate attention. - This targeted alert system enables rapid troubleshooting and minimizes the risk of systemic issues remaining unresolved. - The approach helps maintain complete transparency throughout the snapshot process, setting the stage for better maintenance and faster resolutions.!(https://assets.patientcopilot.ai/09e12185030b91c5.png) IMPORTANT: Every milestone or failure alert contains a blue “View Details” link that opens Snapshot → Push History pre-filtered to that deployment, saving you multiple clicks. * * * ## Frequently Asked Questions Q: What determines whether I receive individual or rolling notifications? If you push a snapshot to fewer than 10 locations, you’ll get individual notifications; for 10 or more locations, notifications are grouped into rolling alerts at key milestones. Q: How many rolling notifications should I expect during a large-scale push? You will receive four consolidated notifications at the 10%, 30%, 70%, and 100% progress milestones. Q: Are notifications for snapshot push failures also consolidated? No, each failed push generates its own individual notification for immediate attention. Q: How can I view more details about a snapshot push? Every notification includes a “View Details” link that takes you directly to the full snapshot push history. Q: Can I turn off grouped notifications? No, this is a system-level enhancement and cannot be toggled. * * * ## Related Articles - Snapshot Notification Preferences
