---
title: Program Management and Delivery Settings Guide
description: program management and delivery settings, how to manage automated client notifications, email reminders, and activity alerts
---
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# Program Management and Delivery Settings Guide
## Welcome to the Delivery Settings Guide for MyUnyte.
### **Overview & Accessing Delivery Settings**
This article explains how to manage automated notifications, email reminders, and activity alerts so you can keep your clients on track while controlling how often you receive updates.
#### **Delivery Settings** allow you to customize your program delivery preferences either for all clients or on a client-by-client basis. You can tailor these settings to match your workflow.
You can control automated email notifications and other delivery settings in two ways:
- **Default Delivery Settings (All Clients)**: Set delivery setting rules that automatically apply across all your current and future clients.
- **Client-Level Overrides**: Customize delivery settings for a specific client when their plan requires custom rules.
#### **How to Adjust Default Delivery Settings for All Clients\***
1. Click your profile icon in the top-right corner of MyUnyte and select **My Profile**.
2. Switch to the **Delivery Settings** tab (found in the top heading section).
3. Adjust your preferences for any feature or program.
4. Click **Save** and confirm to apply the changes across all your existing and future clients.\*\*
\*Saving changes to your Provider Default Settings will apply those defaults to **all your existing and future clients, overriding any previously set individual client customizations**. If specific clients require custom settings, you can re-apply individual overrides on their profile at any time.
\*\*When you add a new client to MyUnyte, they automatically inherit your current **Provider Default Settings** unless you explicitly customize their individual settings.
#### **How to Adjust Individual Client-Level Delivery Settings\***
1. Go to the **Clients** tab in your MyUnyte portal.
2. Find your client.
3. Click the **Manage Programs** button.
4. Switch to the **Delivery Setting** tab (found in the top heading section).
5. Adjust any toggle, dropdown, or numerical threshold for that specific client.
6. Press Save.
\*On your client’s Delivery Settings tab, you will only see delivery settings for features which apply to that client.
### **Guide to Notification Features**
#### **Client Inactivity Alerts (Provider Notification Email)**
**How It Works**
If a client hasn't logged a listening session for a specified number of days, MyUnyte will send you, the provider, an email alert so you can review their program plan, reach out and help them re-engage.
- **Email Digest:** If several of your clients reach their inactivity threshold on the same day, you won't be flooded with separate emails. You will receive **a single summary email** listing all inactive clients for that day.
- **No Repeat Alerts:** You will only receive **one alert per stretch of inactivity**. You will not get daily emails for the same inactive period; the alert cycle only resets after your client completes a new listening session for that listening therapy.
- **Active Clients Only:** Notifications automatically pause if a client is suspended or archived, so you only receive alerts for clients with enabled programs.
- **Smart Completion Protection:** Clients who complete their RRP program or SSP Core pathway will not trigger inactivity reminders to providers unless they restart the program.
**Default Settings & Customization:**
- **Default Status:** Enabled; On default, you will receive these email notifications for all clients who have a program enabled.
- **Default Threshold:** When this feature is enabled, the default settings are set so that you will receive these emails if the client has 8 consecutive days without listening activity of a listening therapy.
- **Customization:** For each client, you can disable/enable receiving these notifications for each listening therapy using the toggle in the delivery settings in the Client Inactivity Notifications box, and override the 8 day threshold with a customized threshold that works for you**.**
#### **Client Inactivity Reminders (Client Email)**
**How It Works**
If a client hasn't logged a listening session for a specified number of days, MyUnyte can send a friendly, automated email directly to their inbox to encourage them to resume their listening therapy.
- **Single Encouragement Email:** Your client will receive **just one reminder email** per period of inactivity to nudge them without overwhelming their inbox. Reminders reset only after they log a new listening session for that listening therapy.
- **Smart Completion Protection:** Clients who complete their RRP program or SSP Core pathway will automatically be excluded from receiving inactivity reminders, ensuring completed clients aren't nudged until they restart the program.
**Settings & Defaults**
- **Default Status:** Disabled; by default, clients will not receive automated email reminders. You can enable the reminders for clients if that fits in your workflow.
- **Default Threshold:** When this feature is enabled, the default settings are set so that clients receive a reminder after 8 consecutive days without listening activity of a listening therapy.
- **Customization:** For each client, you can enable receiving these reminders for each listening therapy using the toggle in the Client Inactivity Notifications box in Delivery Settings, and override the 8-day threshold with a customized threshold that works for your client.
#### **Assessment Completion Alerts (Provider Email)**
**How It Works**
The moment your client completes and submits an assigned remote assessment, you will receive an automated confirmation email so you can review their assessment report right away.
- **Real-Time Notification:** Alerts are triggered instantly upon assessment submission, keeping you up to date on client evaluation milestones without manual checking.
- **Please note** that these completion alerts are only sent if the assessment is completed by the client on their own MyUnyte account.
**Settings & Defaults**
- **Default Status:** Enabled; on default you will receive an email alert whenever a client submits a remote assessment.
- **Customization:** For each client, you can turn these email alerts on or off using the toggle in the Assessment Completion Alerts box in Delivery Settings.
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