To help you stay on top of your business, SimplePractice gives you the option of receiving two different email notifications. In this guide, we'll cover:
- Daily Agenda Email
- Evening Summary Email
- Daily Agenda Email and Evening Summary Email for group practices
- Why am I not receiving my Evening Summary Email?
The Daily Agenda Email and the Evening Summary Email are automatically enabled when you create your SimplePractice account. To unsubscribe from either email, follow these steps:
- Navigate to Settings > Notifications
- Uncheck the box next to the notification(s) you no longer want to receive Save Notification Settings
Note: In group practices, these emails are also automatically enabled for each team member. Only the individual team member can enable or disable these notifications at Settings > Notifications.
Daily Agenda Email
The Daily Agenda Email is sent each morning and contains the following information:
- Today's schedule
- Confirmation/cancellation statuses of upcoming client appointments
- Reminders
- New insurance adjustments
- Missing Progress Notes
- Balances due
- Pending appointment requests
- Payments, including:
Note: If there are no active clients with appointments, no reminders generated or invoices created within the last 24 hours, or no updated payments that day, you won’t receive a Daily Agenda email.
Note: The Daily Agenda Email only shows the Balance Due that accrued the day before. You can see all clients with outstanding balances on the Reminders page in your account, as well as in the Outstanding balances report. To learn more, see Using practice reminders and Understanding your Analytics dashboard and reports.
Evening Summary Email
The Evening Summary Email is sent each evening and contains:
- A summary of the appointments held that day
- A list of daily AutoPay amounts, if a client is enrolled
Note: If no appointments were held that day and no AutoPay payments were made, you won’t receive an Evening Summary Email.
Daily Agenda Email and Evening Summary Email for group practices
Here’s a breakdown of what each team member receives in their Daily Agenda and Evening Summary emails:
|
Team member role |
What’s included in each email |
|
Account Owner |
Account Owners receive information for the entire practice. This includes their team’s schedule and any billing information for their team. They’ll also see their own reminders and reminders for the group practice. |
|
Clinician with Administrative Access |
Clinicians with Administrative Access will receive the same information as the Account Owner. They’ll only see reminders related to them and their clients. |
|
Clinician with Full Client List Access |
Clinicians with Full Client List Access will only receive their schedule and reminders. They will only see payments and invoices for their clients. |
|
Clinician with Basic Access + Billing |
Clinicians with Basic Access + Billing will only receive information for their clients’ sessions that are scheduled. They'll only see their clients’ invoices and payment information. |
|
Clinician with Basic Access |
Clinicians with Basic Access only receive information about their schedule. They won’t be able to view their clients’ billing or invoice information. |
|
Practice Manager |
Practice Managers will see the team’s schedule, as well as any payments and invoice changes for the practice. |
|
Scheduler |
Schedulers will see the team’s schedule and their reminders. They can view any payments or invoice changes for the practice in these emails. |
|
Biller |
Billers will see the team’s schedule, and everyone’s payments and invoice changes. |
|
Supervisor |
Supervisor will see information related to their Supervisee’s schedule. This includes their clients’ billing information. |
Why am I not receiving my Evening Summary Email?
If you turned off the Evening Summary Email in your settings, you won't receive it each day. Make sure that you’re set to receive this by navigating to Settings > Notifications. From there, make sure the box next to Evening Summary Email is checked:
Note: You'll need to wait until the following day to receive this email.
