How do automatic mailings work?

Automatic emails save you time and improve your relationship with your patients. There are 5 types of automatic emails. All can be activated or deactivated in the Settings section. The first 4 can be managed in the “Mailing” subcategory, while the last one (Pre-consultation form) can be managed in “General settings.”*Note: It is necessary to have registered the patient’s email in their profile for the respective email to be sent.

1. New Patient Registration

This email is sent instantly when you add a patient, asking them to create a password to access their Almendra profile.

2. Welcome Email

This email is sent X hours after adding a patient, with X being the time you choose. You can decide to send the email immediately or 1 day after registration, for example. The purpose of this email is to welcome the patient to their treatment and motivate them to achieve their goal.

3. Appointment Reminder

The name says it all. You can decide how far in advance this email is sent. It greatly helps reduce appointment no-shows.

4. Birthday Greeting

There’s not much to explain; who doesn’t like receiving a birthday message? Set it up and it will be sent automatically.

5. Pre-consultation Form

When you schedule a consultation for the first time with a patient, you have the option to send them a form asking for the information you consider necessary. The patient should fill it out before the first consultation. The purpose of this form is to dedicate more time in the consultation to recording measurements and discussing the meal plan itself. You can request any field or measurement, from “Medical History” to “Calcium.” You decide.