Assigning Campaigns: How do I assign a campaign to a patient group?

You can easily segment your patients into groups, making it easier to manage, track, and market. Make as many groups as you need to...there's no limit!

[DES] How do I assign an automated [Birthday Card] email campaign to my patients?

Keeping in constant contact with your patients is super important for patient retention. Using the Drip-Education Email Marketing System [DES] can help you establish and maintain relationships with your prospects, leads, and patients with patient education, birthday greetings, marketing emails, and more!

Campaigns: How do I send a Drip-Ed™ campaign on a patient's birthday?

Patients: How to pull our most popular types of lists of patients

There may be times where your office might need a list of certain patients for record-keeping, marketing, or curiosity purposes. This article outlines the most popular lists searched by our members.