Birthday Report and Postcards
Run the Birthdays report to get a list of patients with birthdays in a specified date range and generate postcards.
In Standard Reports, in the Lists section, click Birthdays.
The Birthdays report is a list of all active patients (i.e., those with status of Patient only) who have birthdays within a specific date range. Users can also print postcards for each patient with a personalized message. There is also a birthday section in Laser Labels which prints sheets of labels.
To control user access to this report, see Report Setup: Security Permissions.
Date Range: Select the birthday range to include in the report.
Postcards: Customize and generate postcards for patients with birthdays in the date range.
To edit the number of post cards that print on each sheet, see Setup Recall.
Click Preview to generate postcard a print preview of birthday postcards. Postcards can be printed from the preview window.
Print: Click to print the generated postcards.
Left Arrow / Right Arrow: Click to view additional pages of the print preview.
Close: Click to exit the postcard preview without printing.
Click Report to generate a list of patients with birthdays in the selected date range. Below is an explanation of the report columns. For a description of toolbar buttons, see Complex Report System.