Email and Text Settings

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:

1. 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.
2. 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 

Additional Resources

• PMS Communication Settings
• Settings for Google and Facebook for Reputation Management