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:

Activating Event	Who is Notified
Client payments via the Portal	Administrators, Billers, Assigned Practitioner
Scheduled or upcoming reminders	The Individual Practitioner
Client uploads via the Portal	Assigned Provider
Failed auto-payments	Administrators, Billers, Assigned Practitioner
Pending appointment requests	Schedulers, Requested Practitioner
Completed documents	Assigned Practitioner
Claims (Approved or Rejected and Needs Reviewed) or Paid claims marked as paid by an ERA.	Administrator, Billers, Assigned Practitioner
Manually entered insurance policies	Assigned Practitioner
Client signature on shared treatment plans or assessments	Assigned Practitioner

Note: 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

Account Notification	Who is Notified?
Client onboarded notification	Assigned Practitioner
New appointment request notification	Scheduler, Assigned Practitioner
Secure messaging	Assigned Practitioner

Client Notifications

Clients receive notifications via email when the following events occur:

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