Birthday Report & Postcards
The birthday list report is a list of all patients who have birthdays within a specific date range. You 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.In the Main Menu, click Reports. In the Lists section, click Birthdays.
Date Range: Select the from and to dates to include in the report. Click the arrows to move forward/back one month at a time, or click Next Month.
Message: Personalize the postcard message. Three unique keywords can be used. These will be replaced with patient information on the postcard.
- ?FName: patient's first name.
- ?AgeOrdinal: patient's ordinal age, e.g. 44th, 22nd.
- ?Age: patient's age, e.g. 44, 22.
Click Save Msg to save the message for later use.
Preview: Generate a preview of all postcards. From here you can also print the postcards.
Report: Generate a list of names, addresses, birthdates, and ages for patients with birthdates within the set date range.
This list can be printed, or exported as a .txt file.
