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