Birthday reminders
under review
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Jeremy Ponds
CAN WE PLEASE HAVE THIS WHERE IT CAN BE SELECTIVE
- we have an automated email going out... but it's going to everyone! We only want it going to our active patients, not our archived or inactive or dismissed or uninterested patients. Can we a) create those patient categories above (beyond just active/archived) and b) make it where we can select WHO gets these automated birthday emails. Thanks!J
Jennifer Sokolow
I know there is the birthday email feature now but my clients are parents and children and I would like to have a filter or some way of separating them so as to only send birthday emails to the children and not the parents, or having a different email template for each category -- for instance for a one-year-old I'd want different wording and graphics than for a 40 year old! LOL
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Tina Koro (IntakeQ)
under review
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Tina Koro (IntakeQ)
Merged in a post:
Birthday reminder
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Aleksandra (Sasha) Soykin, PhD
Would love to have automated reminders or emails sent to the provider about a pt's birthday so we can choose whether or not to reach out to them or mention it in a session. It's embarrassing to have an appt and not realize it's the pt's birthday. I'd also like to send a personal email to some pts on their birthdays.
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Tina Koro (IntakeQ)
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Tina Koro (IntakeQ)
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MCL
Birthday notifications is a feature already in the software.
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Lidya Mejia
MCLHow do we do this?
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Mass Care Link
Lidya Mejia https://support.intakeq.com/article/250-automated-birthday-emails. Hi please see link for instructions.
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Lidya Mejia
Mass Care LinkThank you!
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Deborah Rothman
I would love to be able to have emails sent to patients on their birthdays!
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Dr. Divya Jain
How did you create automated birthday emails?
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Andrea Whipple
Agreed :)
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