One simple automation in Active Campaign that can come in handy for just about everyone is setting up an automation to send out an email to a patient on their birthday. Please see this video for detailed how-to information.
Note: the functionality described here depends on your having an active account with Active Campaign, a third party system that integrates with your Cerbo EHR. Please see here for more information about our integration with Active Campaign.
- Active Campaign - About the Integration
- Using Active Campaign to Keep an Up-to-Date Active Patients Mailing List
- Using Active Campaign - Generate a Link to Sign up for a Mailing List
- Using Active Campaign to Follow Up After an Appointment