Legacy - How to remind clients who don't have email?
Reminder can be sent through mail for client with invalid email id
Choose reminder's follow up
This is also used to remind the client who don't have email
Legacy - Telephone / Email / Mail reminders
- For a date range create a list of clients for which reminders need to be sent out ( via. telephone, email and mail ) for a specific plan item. - This list will only be for over due reminders and expired reminders can be added to this report by ...
Legacy - Client's Initial Welcome and Login Email
Welcome letter email automatically sent to new clients. Please go to Settings and Report /Settings / Email Templates to edit these emails. Login email automatically sent to new clients. Each time a New Clients is entered they receive an email with ...
NextGen - How to generate a report on clients declined email to generate Post Card ?
1) Click on the statistics and reports icon as shown below and click on Reminders. A > Click on Statistics and reports. B > Click on Reminders. 2) Click on Show Clients declined email to generate Post Card and select the date range needed and click ...
Next Gen - Email Tag Tools (Email Templates)
List of all unique Tool Tags for use in VETport email template: This are all unique tag list which can be used in any email template. $$clinicadd$$ - will be replaced by Clinic Name & Address $$cliniccontactinfo$$ - will be replaced by the Clinic ...
NextGen - How to email all the reminders manually to the clients from Reminder report page ?
1) Click on the statistics and reports icon as shown below and click on Reminders. A > Click on Statistics and reports. B > Click on Reminders. 2) Select the date range needed and click on Generate Report. Then click on email as shown below.