Email Digest Schedules

Revenue Recovery's Email Digest feature enables automated delivery of performance reports, denial insights, and key metrics directly to stakeholders' inboxes. Configure scheduled digests to keep your team, executives, and partners informed with up-to-date revenue cycle performance data without requiring manual report generation.

Overview

Email digests provide a powerful way to share Revenue Recovery insights with stakeholders who need regular updates but may not access the platform daily. Whether you need daily operational summaries for billing teams, weekly executive dashboards for leadership, or monthly reporting schedules for specific audiences, email digests automate the delivery process while ensuring everyone has access to the latest data.

Key Benefits:

Automated Reporting - Set up once and receive regular updates without manual intervention
Flexible Scheduling - Daily, weekly, or monthly frequency options to match your workflow
Targeted Distribution - Send different digests to different audiences based on their needs
Organization Filtering - Include data from specific facilities or aggregate across your entire network
Consistent Communication - Ensure stakeholders receive timely updates on revenue recovery performance

How Email Digests Work

Email digests automatically generate and send Revenue Recovery dashboard reports on your specified schedule. Each digest includes:

Dashboard Widgets - Key performance metrics and visualizations from your Revenue Recovery dashboard
Filtered Data - Information for selected organizations only
Current Information - Data reflects the state at send time, ensuring recipients always see the latest insights
Professional Formatting - Designed for easy reading and sharing

Email Digest Workflow

flowchart LR
    Create[Create Digest Schedule] --> Configure[Configure Settings]
    Configure --> Preview[Preview Report]
    Preview --> Activate[Activate Schedule]
    Activate --> Send[Automated Sending]
    Send --> Monitor[Monitor Delivery]
    
    style Create fill:#e3f2fd
    style Configure fill:#f3e5f5
    style Preview fill:#fff8e1
    style Activate fill:#e8f5e8
    style Send fill:#e1f5fe
    style Monitor fill:#fce4ec

Who Uses Email Digests

Revenue Cycle Managers schedule weekly performance digests for team meetings, monitor denial trends automatically, and share insights with leadership for strategic planning.

CFOs and Financial Leaders receive daily or weekly financial performance summaries, track revenue recovery metrics without platform access, and monitor high-impact claims requiring attention.

Billing Analysts get daily task lists for high-priority claims, receive reminders for aging claims, and monitor personal performance metrics.

Administrators set up organization-wide reporting, manage digest schedules for different departments, and configure stakeholder communications across the network.

Common Use Cases

Daily Operations Digest for Billing Team

A hospital billing department needs daily updates on high-priority claims requiring immediate attention. They configure a digest sending at 7:00 AM every weekday to the billing team distribution list, including only active claim data from their facility. This ensures the team starts each day with a clear picture of urgent denials requiring resolution.

Weekly Executive Summary

The CFO receives a weekly digest every Monday at 8:00 AM aggregating performance across all facilities in the network, showing revenue recovery metrics, denial trends, and financial impact. This consolidated view supports strategic decision-making and board reporting without requiring daily platform access.

Multi-Timezone Regional Reporting

A healthcare network spanning three timezones creates separate digests for each region, each sending at 8:00 AM in the local timezone. Regional managers receive reports at optimal times for their teams, ensuring consistent morning review across the entire organization regardless of geographic location.

Security & Compliance

Email digest delivery maintains Revenue Recovery's security and compliance standards:

Data Protection

Organization-Level Filtering - Recipients only see data from organizations you explicitly select
No Unauthorized Access - Recipients don't gain platform login access through digest delivery
Encrypted Transmission - All email communications use industry-standard encryption
Audit Logging - Complete record of digest configurations and delivery history

Access Controls

Role-Based Permissions - Only Administrators and Contributors can create/edit digests
Organization Permissions - Users can only create digests for organizations they have access to
Recipient Validation - Email address format validation prevents configuration errors

HIPAA Compliance

Digest content includes aggregated performance metrics and denial data
Ensure recipient email systems provide adequate security
Review recipient lists regularly to remove unauthorized access
Consider additional email encryption for external recipients

Best Practices

Only add recipients with legitimate business need
Document why external recipients receive digests
Conduct quarterly access reviews
Use organization-managed email groups for easier access control

Prerequisites

Before creating email digests, ensure you have:

Administrator or Contributor role - Required permissions to create and manage digest schedules
Organization access - Permission to view organizations you want to include in digests
Recipient email addresses - Valid email addresses for digest recipients
Understanding of dashboard widgets - Familiarity with available performance metrics (see Dashboard Insights)

Getting Started

The Email Digest feature is organized into three main areas:

Accessing Email Digests

Navigate to the Email Digest page via the main navigation menu:

Navigation → Email Digest

The Email Digest page displays all configured digest schedules in a sortable table, showing title, frequency, recipients, organizations, next send date, and status for each schedule.

Success Criteria

You'll know your email digest is configured successfully when:

✅ Digest appears in schedules table - Configuration saved properly
✅ Status shows Active - Digest will send on schedule
✅ Next Send Date is accurate - System calculated correct timing
✅ Preview displays correctly - Report content matches expectations
✅ Test recipient receives email - Delivery confirmation received
✅ Organization data is correct - Filters applied as intended

Next Steps

Ready to start automating your reporting? Begin with Creating and Managing Digest Schedules to set up your first email digest.