Patient's name & birthday in e-mail
Posted: Sun Aug 09, 2020 5:09 pm
Is it possible to automatically have the patient's birthday added to their name when it is pre-filled in an e-mail?
This can be done with E-mail Templates. On the Edit Email Message window, you can add or edit an E-Mail Template with the controls in the upper left hand corner of the window. On the Edit Email Template window, you can select replacement fields by clicking the Subject Fields or Body Fields buttons at the top of the window. The [Birthdate] replacement field could be placed just after the [NameFL] replacement field to have the patients first name, last name, and birth date show together. Please see the following manual page for more details on Email templates, https://www.opendental.com/manual/emailtemplates.html.
[Birthdate] is not currently a replacement field option for recall, patient portal invites, or eReminder/eConfirmation email templates. If you need additional replacement field options for these emails, please consider submitting a feature request.