Patient Birthday Messages

Creating a New Instance

The first step to setting up Patient Birthday Messages is to create a new instance in Outbound > Create Automatic Instance > Birthday Messages. You can then select a name for the instance.

Under Run 1 you can configure whether patients are greeted via calls or SMS, along with the specific text that is sent. This is where you may choose to include information about any offers or promotions. You can add multiple runs across different channels.

You can then choose what time of day the patients are contacted and whether they’re contacted on the date of their birthday or before. Once you’re all set, hit Create Instance.

Selecting Instances

Once an instance has been created, it will appear in the main Outbound Communications page. All instances will show in the main page, where you can enable/disable them accordingly. You can track your overall usage across the Outbound Module at the bottom of the page, along with a cost breakdown.

For any questions, feel free to email us at support@bookedsolid.co.uk.