To help you stay on top of your business, SimplePractice gives you the option of receiving two different email notifications:
You can manage your email notification preferences in Settings > Notifications.
Both the Daily Agenda Email and the Evening Summary Email are automatically enabled when you create your SimplePractice account. To unsubscribe from the Daily Agenda Email and/or Evening Summary Email, uncheck the box next to the notification(s) you no longer want to receive, and click Save Notification Settings.
Daily Agenda Email
The Daily Agenda Email is sent each morning and contains:
- Today's Schedule
- Confirmation/cancellation statuses of upcoming client appointments
- Reminders
- New Insurance Adjustment
- Create a Progress Note
- Balance Due
- Payments
- Invoices
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 Viewing and dismissing practice reminders and Reports: Analytics for your private practice.
Evening Summary Email
The Evening Summary Email is sent each evening and contains:
- A summary of the client appointments held that day
- A list of daily AutoPay amounts if the client is enrolled
