Help Center Membership Management: The Dashboard When do the numbers change?
When do the numbers change?
The Dashboard reads what is saved in the portal at the moment the page loads. Different things feed that saved data at different times.
| What changes | When |
|---|---|
| Anything you do in the portal (archive, delete a reorder, mark delivered, add a note, stop follow-ups, dismiss) | At once. The list reloads after the click. |
| Date-based cards (Overdue reorders, Reorders coming due, Follow-ups, Follow-up steps due, Lab draws overdue, Autopay ≤ 7 days) | They are worked out from today's date each time the page loads. A reorder becomes "overdue" the day after its reorder date. |
| Membership statuses from Zenoti | The morning run, every day at 8:50 AM Eastern time (after Zenoti finishes its own overnight processing), or when someone clicks Sync now (Admin → Settings → EMR connection). |
| Membership changes from OptiMantra (tags, check-outs, bookings) | OptiMantra sends them as they happen; the portal takes them in on the next hourly check and on the morning run. |
| No EMR connected | Whatever staff enter, at once. |
| A new reorder opening for a patient, a reorder being auto-prepared, a reorder that is not due yet being closed again | The hourly check (every hour at 5 minutes past, from 6:05 AM to 11:05 PM Eastern) and the morning run. Sync now also runs it. |
| Pharmacy answers on orders you sent (accepted, rejected) | The hourly check asks the pharmacy. |
| Orders placed at the pharmacy outside the portal, and "Rx differs" | The morning pharmacy check (or Check the pharmacy for orders now in Admin → Settings → Pharmacies), plus the pharmacy-history refresh that runs through the hourly checks. |
| Shipping e-mails and tracking numbers | When the pharmacy's shipping e-mail arrives. The order moves from Ordered, not shipped to Ordered, shipped at that moment (you see it on the next page load). Unmatched e-mails are retried each morning. |
| Delivery | Never on its own. The portal cannot see the carrier's delivery scan. An order stays on Ordered, shipped until someone clicks Delivered (or Remove). |
| The Morning brief | Rewritten each morning run, and on an hourly check when a number has changed. |
| The daily summary e-mail | Once a day (see "Daily summary e-mail and team chat post"). |