Sending birthday messages to your patients has now been simplified! Wish your patients a happy birthday by enabling the Engagement [Modento] Birthday Messages. Watch this short video to learn how!

How to Set Up Birthday Messages

Step by Step Instructions:

  1. Access Settings

  2. Go to Practice Setup

  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.

For more information on Templates and how to make sure they are completed, click here!

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