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Kareo Help Center

Enable or Disable Birthday Emails

Updated: 12/31/2021
Views: 815

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.

In order for a patient to receive a birthday email:

  • 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 Practice Information

  1. Hover over the User icon and click on Practice Settings. The Practice Settings page opens.
  2. Click Edit. The Edit Practice page opens.
Platform_PracticeSettings_Access.png

Enable Birthday Emails

  1. Click to select "Send birthday messages to patients".
  2. Click Save when finished. The patient receives an email on their birthday from the practice. Review Patient Experience: Birthday Email for a preview of the email.
Platform_BirthdayMessage_Enable.png

Disable Birthday Emails

  1. Click to clear "Send birthday messages to patients".
  2. Click Save when finished. Patients will no longer receive birthday emails from the practice.
Platform_BirthdayMessage_Disable.png

Patient Experience: Birthday Email

The patient receives an email on their birthday with a message from the practice.

Platform_BirthdayMessage_PatientExp.png
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