Report on patient birthdays

A birthday report displays a list of patient birthdays, which is useful for sending campaigns for your patients on their birthday or birth month.

Run a patient birthday report

  1. Click Reports > Patient.

  2. On the top right, click New Report.

  3. For Report Type, select Birthday.

  4. (Optional) Set date range parameters, such as birthdays in May.

  5. (Optional) Set any other filters as needed.

  6. Click Run.

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