Report emails (facility)

A weekly or monthly summary of your facility's Reports, sent to the members you choose.

Admin, then Report emails, sends a summary of your facility's Reports by email: totals only, with a link back to Reports behind sign-in.

Setting it up

1. Choose how often:
   • Off: no summary.
   • Weekly: Mondays, covering the week before.
   • Monthly: the 1st, covering the month before.
2. Tick the recipients, up to 50. Only members who can open Reports are offered: facility admins and observers. The card names who is not offered.
3. Select Save schedule.

A summary is sent at 07:00 in each recipient's own time zone, the one in their notification preferences.

What it says

Rides, cancelled rides, unassigned rate, average crew wait, waits over 15 minutes, survey response rate and on time by provider; then time to scheduled and fulfillment rate. The preview on the tab shows each line.

No patient details are sent: no names, no ride references, no attachments. The only names in the email are your organization's and your providers'.

When a recipient loses access

Each recipient is checked again when the summary is sent. Someone who has been removed, or no longer holds a role that opens Reports, is skipped. Restoring their access restores the email.

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