Engagement: Setting Up Birthday Messages

This article will include to steps to set up automated Birthday Messages in Engagement

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

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

  1. Access Settings by clicking the gear icon in the upper right hand corner

  2. Go to Practice Set up

  3. Click on Birthday Messages

  4. Select the Automated Birthday Messages check box

  5. Select Send Message At time

  6. Use the Skip Patients field to avoid sending birthday messages to patients seen outside of the selected time frame

  7. Select Delivery Channel Preference

  8. Click Save

💥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.

Related Resources

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

Did this answer your question?