BIRTHDAY EMAIL - Manual Send

Notes:

• All areas of the Email are editable.
• The Email is intended to be a generic template that may be used as is or personalized on a per Patient basis.
• The template Auto-Send MUST be Disabled.

CREATE & EDIT

1. Go to the "Settings" area on the green side menu.
2. Select the "Email" button located in the "Practice" section.
3. Scroll down to the "Patient Birthday Email" template.
4. Select the "Disable" button for the "Auto-Send" feature.
5. Add "Email Subject" line language.
6. Add "Email Body" language.
7. Select the blue "Save" button at the bottom of the page when finished.

SEND - MANUALLY

1. Go to the "Patients" area on the green side menu.

2. Select the "Patient" to be emailed from the "Patient List".

   Select the blue "Emails & Texts" dropdown menu button.

   Select the "Email - Birthday" button.

   If desired, you can:

   • Edit the Patient's "Email" address.
   • Edit the "Subject" line.
   • Edit the "Email Body" language.
3. Select the blue "Send" button when you are ready to transmit the email.