Birthdays

Summary

Patient Communicator will search every day to find which of your active patients are celebrating their birthday on that day and send an email and/or sms greeting to the patient.  

This is a great tool to build on the patient relationships your practice has worked hard to create.  Many patients appreciate and respond to the greetings and even reply that they need to schedule an appointment.  

The default time to send the greeting is noon, when patients are often with friends, family, and coworkers at lunch and may then share their positive feelings about the practice with others.

To enable or edit a Birthday Notification

 Only one Birthday Notification may be enabled.  To create and enable a notification follow the steps below:

1. Go to Settings > Message Settings > Birthdays > Add new Notification.  

2. When a new notification is created, the notification is set to Enabled (YES) by default.  

3. Editing may be done from this screen or click SAVE & CLOSE to keep all settings.

Create Birthday Notification

If a Birthday Notification has already been created, click Edit in the notification viewing pane to edit settings in the edit notification screen. 

Edit Birthday Notification Button

From the edit notification screen, you may change the time of delivery, method of delivery, email and sms templates sent to the patients, and enable or disable the notification. A preview of patients to receive the notification can also be made.

Edit Birthday Notification Screen

Edit a Birthday Notification

1. Message delivery method: You may choose either Email, SMS, or both by toggling the buttons to the ON (green) position.   Delivery Method Toggles

2. Enable the notification by clicking Enabled to ON (green)         

Enabled Toggle

3. Templates: The Birthday notifications are preloaded with a default template when the message delivery method is turned on.  

•  To view the current enabled template, click the template tab in the notification for enabled delivery method.  To change or edit the current template, click Edit Template.

Email Template

•  To change templates, choose a different template from the drop down menu in the Message Template screen.  When done, click SAVE & CLOSE  

Change Template