Sending Happy Birthday Emails

Rexpert can now send your patients a "Happy Birthday" e-mail message, which they would probably rather receive than yet another personal statement!

First set up a Happy Birthday document template; just ask Client Services via the Feedback Button.

Be sure to start adding patient e-mail addresses under Acount Registration.

Then, weekly or monthly, use the Reports -> Except/Request Process -> Account Birthday List/Label menu option.

Sample Happy Birthday E-Mail Message

Patients Can Register Online

Rexpert now offers Online Registration for practices who want to enable their patients to enter account information online. This benefits your practice because the data is entered more accurately and your staff's time is needed only to review it.  Patients can also check their current balances and upcoming appointments.

The process for Online Registration is very simple, especially if you already use Rexpert's e-mail capabilities on a regular basis. Once you create an appointment for a new patient, you will then click "e-mail patient" in Rexpert via the Scheduler to send an invitation to register online, complete with a link and password.

If you would like to set this up, please contact Client Services. There is a fee associated with this feature but it's a small price to pay when you consider your employees' wages and time.

Example of Online Registration (Patient View)