Scheduled & automated exports
Deliver weekly board reports, billing reconciliations, or daily shift summaries on a cadence.
⏱ 5 min read
Stop rebuilding the same report every week. Schedule it once and let the engine deliver it.
Cadence options
- Daily shift summaries
- Weekly board reports
- Hourly billing reconciliations
- Monthly grant compliance packets
- Custom intervals
Delivery
Exports land in staff inboxes as a secure PDF or spreadsheet. You can also generate encrypted, self-expiring sharing links for external partners.
Hands-off
Once scheduled, exports run automatically from live medi-crm.com data. No one has to remember to pull the numbers.