Birthday messages for patients: templates and etiquette

A simple birthday message reminds patients they're welcome, without feeling like marketing.

Only to people who opted in

Send it only to patients who agreed to this kind of message, and give them an easy way to stop.

Simple template

"Happy birthday, Carla! Everyone here wishes you a wonderful day."

Template with a gentle invitation

"Happy birthday, Carla! Whenever you'd like to book your next visit, just reply here."

Discretion in mental health

In therapy and other sensitive areas, consider whether the message makes sense for each patient. When in doubt, don't send it.

No promotions or promises

A warm message is enough; discounts and promised results can clash with your licensing board's rules.

LumiaClinic sends the birthday message only to patients who opted in, with the text you choose. Try the demo with fictitious data.

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