Automating Emails

Overview

Jarvis Analytics (JA) can email the End of Day and the Morning Huddle reports automatically to the inboxes of any team members in your practice. This allows members of your team to all have the same information and stay on track with your company goals and KPIs. 

Note: Denticon, Dentrix Ascend, and Cloud 9 PMS are on a once-per-day data sync and therefore are not recommended for automated reports, since the data will not be real time.

Example:

You have set goals and KPIs for your team that need to be accomplished within a certain time frame. By setting up automated emails, you can remind your team daily of their goals, show them where they are in terms of their progress, and help them see what metrics they need to improve upon. This automation leaves you more time to work on other things. Ah, the joy of automation! 

How to Automate Emails

Step 1: Open Email Settings

Go to your Profile in the top right-hand corner, then click Configuration. Then select the Email Settings tab.

Step 2: Select Reports

Select the reports for which you want to Automate Email Delivery, by selecting the EOD or Morning Huddle toggle.

Step 3: (For Jarvis Enterprise) Select the offices that you want the reports for, and click Bulk Add Recipients. Times are in the Central Time Zone. In the pop-up, enter the recipient’s emails, and click Add to build your list. Once your list is complete, click Save

Step 4: (For Jarvis for Private Practice) / Solo) Enter emails 

In the Emails To field, enter the email addresses of the recipients to send the reports. Click Add after each email to build the list.

Step 5: Save changes 

Click Save and the user emails you have entered will begin receiving daily emails. 

Notes about Automating Emails

• Enter a time that is about one hour after close of business to ensure all data has time to be synchronized for the accuracy of your EOD report.
• Choose a time before midnight. The EOD report will contain information for the same day it is sent, and the Morning Huddle report will contain the next day’s information.
• Ensure your Email box is set to receive emails from Jarvis Analytics so that these emails do not get sent to the junk or spam email box. 
• Ensure that your Calendar Settings are configured correctly.  This will prevent emails from sending on days that your practice is closed.

For Additional Information – View Help Files