Help Center Membership Management The daily e-mail

The daily e-mail

Every morning the portal sends a short summary e-mail: counts only. It lists memberships, overdue reorders, reorders due this week, prescriptions awaiting approval, failed payments and follow-ups due, with a button to open the portal.

No patient information by e-mail

No patient information is ever e-mailed or posted to chat. The e-mail carries counts; the detail is in the portal behind your sign-in.

Who receives it and when

Owners choose the send time (right after the morning sync, or an hour of the clinic's day) and who receives it. Only activated logins get it.

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