Sending birthday messages to your patients has now been simplified! Wish your patients a happy birthday by enabling the Engagement Birthday Messages. Watch this short video to learn how!
How to Set Up Birthday Messages
Access Settings by clicking the gear icon in the upper right hand corner
Go to Practice Set up
Click on Birthday Messages
Select the Automated Birthday Messages check box
Select Send Message At time
Use the Skip Patients field to avoid sending birthday messages to patients seen outside of the selected time frame
Select Delivery Channel Preference
💥Note💥: The Birthday Message Template content must not be blank in order for the birthday messages to actually send. If there is no content found in the Template, birthday messages will not send.
The following resources will give you a more in-depth explanation on how to use Automated Communications:
Keywords: setup, setting up, set-up, getting set up, getting started