Weave can automatically send out Happy Birthday Wishes to your patients with Weave’s Birthday Texts and/or Birthday Emails.

The availability of this feature is dependent on your Weave bundle. Schedule a time with a Weave representative to learn more.

The availability of this feature is dependent on your practice management software.

Setting up Birthday Wishes

  1. Select the Hamburger_Menu.svg Menu icon in the upper right hand corner
  2. Click on Settings.svg Settings
  3. Select Automated_Reminders.svg Auto Reminders
  4. Click on Birthday Wishes
  5. Hover over a reminder and click the Edit.svg Edit icon
  6. Set the time of day you want your birthday wish to be sent and use the Locations to filter your greetings by office location
  7. Click Next

    Tip: If you are syncing multiple locations with Weave, use the Locations filter under Advanced Filters to select the office location you want to send birthday wishes for.

  8. Make any changes to your birthday message in the customization window and preview the message
  9. Toggle Birthday Wishes on by clicking to the right of the text and/or email option

Note: At this time, you will have to contact support to edit email templates for any auto reminder. 

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