Does your company like to recognize clients on their birthdays? Our new Birthday report is designed to assist with this!
Select the “Monthly Birthday Report” from the list of Front Office Reports. Then, select the month for which you’d like to pull birthdays:
The resulting Excel report will show Client Names, Account Numbers, DOB, addresses, emails, and current visit counts. This will allow your company to send cards or emails to your patients in recognition of their birthday.
