Sending Automated Birthday Emails to Patients

Atlas provides you with the option to send automatic birthday emails to your patients. While we offer a ready-made template and birthday message that is ready to send, you’re also able to 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 user profile. 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.

Please Note

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

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