To view or customize your existing patient Birthday Message, navigate to your RecallMax Dashboard and select Patient Messages from the left side menu (1). In the Choose a message window, scroll down and click on the Birthday message option (2).

You’ll now see a preview of the current Birthday message in the window below (3).

To make changes to your card, click the Edit Wording button (4).

On this editing page, you can select from various Birthday Cards (1), customize the wording of the message (2) and even format your text and insert custom tags (3).

Here, we’ve selected the Cool Llama card - and come on, who doesn’t like Llamas?!

At any point in time during your editing, click the Preview button at the bottom of the page to view a copy of your changes.

At the bottom of this editing page, you can also Save, Cancel, or Reset to the default content.