One simple automation in ActiveCampaign 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

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Please see this video for detailed how-to information.

Note: the functionality described here depends on your having an active account with ActiveCampaign, a third party system that integrates with your Cerbo EHR. Please see here for more information about our integration with ActiveCampaign.