Postcards are a great tangible reminder communication tool for clients who prefer to not receive electronic communications. Shepherd supports two ways to prepare patient service reminders in postcard format.
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Postcards can be generated and printed directly from within Shepherd or you can share a list with an external service such as PostcardMania to have them prepared for you!

First navigate to the Reporting tab to generate a list of services reminders.

You'll select the report titled 'Reminders'.

Once you've generated the report and filtered the results accordingly, you'll select the action icon (three dots) in the upper right corner to print the reminder list in postcard format.

The patient service reminder list will generate in a three-card postcard format. Each patient will have a separate postcard generate, unless there are more than 15 reminders present for the patient. Then 2 postcards will be generated.

You can include a custom included postcard note. To define a custom postcard note, first navigate to Admin -> Clinic Settings -> Settings -> General -> Notes & Disclaimers -> Postcard Note

The custom postcard note field has a 135 character limit. Once you've finished defining your postcard note, don't forget to select Save!

If you would prefer not to print postcards in-clinic, you can export a reminder CSV for an external provider to print postcards for you. To assist with personalizing and printing postcards, Shepherd has collaborated with PostcardMania.
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​Learn more about using PostcardMania in our dedicated help guide!

If you're appreciating certain client profiles are not including in your reminder list, verify the reminder communication preferences defined on the client's profile. There are two options available: