How to create an email automation for patient birthdays

This article describes the steps involved to setup an automated email birthday campaign for your patients using Mailchimp.

As a doctor in private practice, you know how difficult it can be to attract new referrals. It doesn't have to be! It only takes a few minutes to create a lasting impression. 

In this blog post, we reveal how saying, "Happy Birthday" can easily generate new referrals to your practice and increase profits. Please check it out when you have some time available.

Once you have exported your patient list to an .xls file, it can be managed in Microsoft Excel or Google Sheets and used for anything from creating automated emailing lists to a backup of your patient demographic.


The Patient List has been relocated from the Settings icon to the Run Reports module. To export patient demographics, go to Schedule > Run Reports > Patient Reports > Patient List