Settings to configure before starting Campaigns
To access the Email and Text Settings for your office, follow these steps:
1. Go to PBN Settings
Click on the PBN Settings page.
Select "Communication Settings."
2. Access from the Communication Page
You can also access the email and text settings on the Communication page.
Navigate to the Communication page through:
RevenueIQ: Click on "Custom Campaign" or "Follow-Up Campaign."
Settings Page: Click on "Campaigns."
Uploading a Logo Image
When uploading a logo image, follow these guidelines:
Logo Area Selection
Once the logo image is uploaded, a section will open, allowing you to choose the area of the logo to capture.
You can choose either a square or rectangular image ratio.
Banner Image Restriction
If a rectangular logo is used, you cannot use an additional banner image.
Languages
Enable Spanish language forms and templates.
PMS Override
Black-out Period
For enabling the dates and times you wish to stop communications from sending to patients.
Reviews
Connect to Google and Facebook
