Patient Portal Digest Emails (Summary Notifications)

Last updated: February 16, 2026
Notifications Patient Portal

What changed with patient portal emails?

Patient portal emails are now sent as summary (digest) emails instead of one email per action. Related updates are grouped together and delivered at set intervals so patients get the info they need without a flood of messages.


What did portal emails look like before?

Previously:

  • Each intake document triggered a separate email

  • Homework, invoices, and superbills did not generate portal emails

  • Uploading multiple documents could flood inboxes

  • Notification coverage was inconsistent


How do portal emails work now?

Now, portal updates are grouped into two summary emails:

  • Clinical Updates (intakes & homework): sent within ~30 minutes

  • Financial Updates (invoices & superbills): sent within ~2 hours

Patients receive one concise email per category that includes all recent updates during that time window.


An example of the Ambiki summary email.




What items trigger a portal email now?

Patients can now receive portal emails for:

  • Intakes

  • Homework

  • Invoices

  • Superbills


Why are there two different email types?

Clinical and financial items are separated so patients can quickly understand:

  • What’s clinical (forms/homework)

  • What’s financial (billing-related items)

It also allows clinical updates to arrive sooner than billing notices.


Will patients still get the email if they already checked the portal?

Yes. If a parent signs into the portal before the email is sent (to complete documentation or pay an invoice), they will still receive the email at the time it would normally be scheduled.


Do I need to change anything to use this?

No. There’s nothing you need to set up or change. Keep sharing documents through the patient portal as usual. Notifications are handled automatically.


What’s the main benefit?

  • Less email noise (fewer emails overall)

  • Better organization (clinical vs. financial)

  • Expanded coverage (homework + billing items now notify patients)

  • Smarter timing (clinical updates sooner than billing notices)