BIRTHDAY EMAIL - Auto-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 Enabled.
• The Auto-Send feature requires a valid Patient email address.

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 "Enable" button for the "Auto-Send" feature.
5. Add the number of days prior to the Patient's date of birth to "Send Email".
6. Add "Email Subject" line language.
7. Add "Email Body" language.
8. Select the blue "Save" button at the bottom of the page when finished.
9. This email is sent automatically "X" number of days prior to the Patient's birthday.