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Support Topic: Management Portal

Setting up Daily Digest Emails for Notifications

In addition to setting up notifications for when users complete your health risk assessment and receive a specific result, you can also set up daily “digest” emails that will “roll” all of those notifications into one daily email, rather than sending them as separate emails for each completion.

To turn this feature on, go to the Follow Up section of Portal and select the HRA for which you’d like to set up notifications.

Under the Notifications box on top, click “Set up Notifications.”

On the next page, click “+ Add Notification.”

You can then customize the details of your notification, including which results to send notifications for, who should receive the notifications, what information should be included (Report type), and at the bottom, whether you’d like the notifications to be sent for every result, or in a daily digest.

Under the daily digest option, you can enter the name of the notification and select the time at which you’d like the digest email to send. For example, you might name your daily digest email for high-risk users “Daily High-Risk Result Digest” and have the email delivery set to 7:00 AM.

Once you’ve entered all the details, you can either add another notification or finish up by clicking “Save.” You can then edit or delete the notification, or add more notifications within the Follow Up section for that HRA.

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