Sending Automated Birthday Emails to Patients provides you with the option to send automatic birthday emails to your patients. While we offer a ready-made template and birthday message, you can also customize the message and tailor it specifically to different patients.

Enabling Automated Birthday Emails

To enable the sending of automatic birthday messages:

  • Head to your patient’s profile and open up the sidebar
  • Click Outgoing Email Settings and check the box to enable Automated Birthday Emails
  • From here you can also edit the content of the birthday message
  • Once you’re happy with your selection, click Save

Note: If the patient does not have a primary physician set, won’t send an automated birthday message.

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