The Birthday List Report allows you to see any patient birthdays that fall in a specific month.
You can create mailing labels for the patients that are presented on the report.
This report can be ran by Active, Inactive, Terminated or all status types by holding down the CTRL button and making your selection.
To run the Birthday List Report
Select Birthday List
Select the Month and Status/s you would like to run the report for
You will see the status for the patient, patient name, phone number, address, date of the month their birthday falls on, year of birth and age.
To create Mailing Labels:
Select the Mailing Label button at the bottom right of the Screen
To Download/Print a Report
All reports will display a tool bar at the top of the page when generated.
You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word.
- Support Information -
If you have any questions or need assistance with this process please contact Support by:
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side), click the green 'Support' box in bottom right of screen.***This has the fastest response time***
Business hours: Monday-Friday, 8:00am-6:00pm CST
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