Help Center Membership Management: The Dashboard Daily summary e-mail and team chat post
Daily summary e-mail and team chat post
Once a day, the portal sends a short daily summary by e-mail. It holds counts only, never patient names or any patient details. To see who is behind a number, open the Dashboard.
Turning it on and choosing the time
Admin → Settings → Notifications (needs Change settings to edit):
- Tick box Daily summary email right after the morning EMR sync (memberships, overdue reorders, due this week, Rx pending approval, failed payments, follow-ups due…). Untick it to stop the e-mail.
- Send the summary at:
- Right after the morning EMR sync (default): the morning run, 8:50 AM Eastern, as soon as the EMR sync and reorder check finish.
- or a time from 6:00 AM to 9:00 PM (clinic time): the summary goes out on the first hourly check at or after that hour, in your clinic's time zone. The hourly checks run at 5 past the hour, so "10:00 AM" arrives a little after 10.
- It is sent once a day only.
- Click Save notification settings.
Who gets it
- Every owner, admin and provider who has activated their login (signed in at least once) and is turned on. Invites still pending and turned-off logins are skipped.
- Plus the extra clinic e-mail addresses typed in the box Who receives the daily summary… (comma-separated).
- Minus people who opted out. In Admin → Users, the Daily summary column has a tick box (receives / opted out) for owners, admins and providers. Nurses and staff show ", (add under Settings → Notifications if wanted)".
What the e-mail looks like
- Subject: the product name in square brackets, the date, and three numbers, for example: [Membership Management] 10/25/2026, 3 overdue, 8 due this week, 1 failed payments. ("Due this week" is the Reorders due ≤ N days count, whatever N is.)
- Title: Daily summary, 10/25/2026
- First line: (N) current memberships · (N) active (paid up to date).
- A table of lines with a number on the right (green when above zero, grey at zero):
| Line in the e-mail | Same as on the Dashboard |
|---|---|
| Current memberships (not cancelled) | Current memberships |
| Active, paid up to date | Active |
| Suspended | Suspended |
| Payment failed | Payment failed |
| Frozen | Frozen |
| Past due, collection date passed | Past due |
| EMR disagrees with a staff-set status or membership type, review | EMR disagrees, review |
| Seen in the EMR with no membership (front-desk opportunity) | Seen in (EMR), no membership |
| Overdue medication reorders | Overdue reorders |
| Reorders due within N days | Reorders due ≤ N days |
| Pending provider approval | Pending provider approval (prepared by staff) |
| Prescriptions pending provider approval | Every prepared prescription not yet sent, staff and auto-prepared (no card of its own) |
| Auto-prepared reorders awaiting review | Auto-prepared, pending approval |
| Orders placed at the pharmacy directly and recorded on the patient (last 7 days, nothing to do) | Placed at the pharmacy, recorded (7 days) |
| Pharmacy orders whose prescription differs from what is saved, provider review | Rx differs at pharmacy, review |
| Pharmacy orders that matched no patient (Pharmacy → Found at the pharmacy) | Pharmacy orders, no patient |
| Shipments recorded in the last 7 days | Shipped, tracking received (7 days) |
| Shipping e-mails with no patient found (Pharmacy → Shipping) | Shipping e-mails, no patient found |
| Ordered, not shipped yet (no tracking number) | Ordered, not shipped |
| Ordered, shipped, not marked delivered | Ordered, shipped |
| Follow-ups due / not reached | Follow-ups not reached |
| Autopayments in the next 7 days | Autopay ≤ 7 days |
| Manual patients needing Zenoti match review | Review EMR matches |
- An Open the portal button.
- At the bottom: Open the portal for the patient lists, nothing patient-identifying is ever e-mailed. (The plain-text version ends with "No patient information is included in this message.")
- Your clinic logo at the top when one is set up.
These cards are not in the e-mail: Patients without a membership, Follow-up steps due, Lab draws overdue, Follow-up schedule moved, Patients with notes, No autopay amount in EMR, and Rejected by pharmacy.
The e-mail ignores the Dashboard cards settings and everyone's Arrange tiles choices. Every line is always sent, even at 0.
Team chat post
If your clinic has the Team chat posts add-on (Pumble today; not sold yet, internal and comped accounts only), a tick box shows: Post daily counts to Pumble (counts only, never patient names).
- The chat link (webhook) is set up by Prescripta. Contact support to change it.
- It posts at the same time as the e-mail, once a day, with the same lines: a bold title with the product name and date, then one line per count ("• Overdue medication reorders: 3"), then Details: and the portal's web address.
- Turning the e-mail off does not stop the chat post. Untick the chat box to stop it.
Test it
Send me today's summary now (Admin → Settings → Notifications; needs Change settings). It e-mails today's summary only to your own address, and posts to the team chat if that is on. It works even if the daily e-mail is turned off. It does not replace or block the regular daily send.