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Birthday List Report

 

Birthday list

 

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

Under Reports

Select Birthday List

Select the Month and Status/s you would like to run the report for

 

Sample Report

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. 

 Report_header_revised.png

 

Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk through.

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