Questions About the Daily Digest and System Notifications

Why am I not receiving my daily digest?

The daily digest is run at 6am Central Time and is only sent out when there are important events that have happened in the preceding 24 hours (6am from prior day to 6am on day of the digest). These include:

  1. Any payments by clients through the portal
  2. Any paid claims that were marked as paid by an ERA
  3. Any denied or rejected claims that need to be reviewed
  4. Any pending appointment requests
  5. Any uploads by clients through the portal in the past day
  6. Any failed auto-payments from the past day (if auto-pay is enabled)
  7. Any client signatures for any shared treatment plans or assessments
  8. Any new scheduled reminders that are upcoming ("upcoming" by default means within 7 days of occurring)
  9. A client has completed paperwork through the client portal
  10. A client has entered an insurance policy that needs review

If none of the above triggering events occur, no email will be sent.

Notifications

Independent of the Daily Digest, we send out immediate notifications in these scenarios:

Account Notifications

  • Client Onboarded Notification - When a client completes an Intake
  • New Appointment Request Notification - When a client requests a new appointment
  • Secure Messaging - When a new Secure Message is sent and the recipient isn't logged in

Client Notifications

  • Client Portal Invitation - When a client is invited to the client portal
  • Appointment Request Response - When someone accepts or declines an appointment request
  • Forms and Documents - When a new form, document, treatment plan or assessment is shared
  • Billing - When a bill or superbill is shared
  • Secure Messaging - When a new Secure Message is sent and the client isn't logged in to the portal
  • Appointment Reminders - When appointment reminders have been added to an appointment and the delivery time criteria has been met
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