Sending Automated Birthday Emails to Patients

You have the option to send an automatic birthday email to your patients. There is some nice default content provided for you, but you may customize the message if you like.

Enabling Automated Birthday Emails

To enable the sending of automatic birthday messages, go to your user profile. Then click “Outgoing Email Settings” and check the box to enable Automated Birthday Emails. This is also where you can edit the content of the birthday message.

Please Note

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

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