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  • #31012

    Hi,

    I was wondering how to generate either a report or even better a contact rule to send SMSs or emails to people on their birthdays.

    Another one is the estimated due date – i am thinking a recall reminder about them might be ok…but a report or contact based on a patient info field would be good.

    Are these things possible?

    Also, chiros send out letters 1 month after your last visit. Is that possible? I haven’t been able to nut it out yet…

    Cheers

    #32273
    Support
    Keymaster

    >> Are these things possible?
    Yes – simply click Patients then search on the DOB field and select ‘Month of August’ for example to show all patients born during the month of August. From there you can text them or generate letters.

    >> Another one is the estimated due date
    That’s what the recall system is for. Create a recall for the date that the patient is next due. You can then create a Patient Contact Rule to send out recall reminders or you can have your staff work through the due recalls list to contact them.

    >> chiros send out letters 1 month after your last visit. Is that possible?
    Create an “Appointment Based” Patient Contact Rule and set it for 1 month after an appointment.

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