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Kareo Help Center

Turn on Birthday Emails

The Post-Visit Survey is part of the Patient Communications function and is available only with Kareo's Marketing module. Birthday emails are an easy way for providers to engage with patients yearly. The automated birthday feature is a good opportunity to remind patients their provider or the provider's practice is thinking about them. Birthday emails have been shown to drive more visits to a provider practice and increase patient satisfaction.

Note: In order for a patient to receive patient communications:

  • Automated patient communication preferences must be set on the Profile tab of the patient's Demographics page.
  • An email address must be entered on the Profile tab of the patient's Demographics page.

Access Patient Communications

Hover over the Platform icon in the upper left of the window and select Patient Communications. The Patient Communications window opens.

PF navigate to patient communications.png

Turn on Birthday Emails

  1. Click the View As: drop-down arrow to set Patient Communications for a specific provider.
  2. Click the Birthday Messages card under the After the visit section. The Birthday Messages settings open.
  3. Click email to preview the Birthday Message that is sent.
  4. By default, Birthday Messages are turned off. Click Turn on to activate these messages, if desired. Click Turn off to deactivate.
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