Birthday List


This report gives a list of patients whose birthday falls in the specified period. It searches the DOB information entered in the patient details screen.

  1. Click the navigation menu > Management > Reports page

  2. Birthday List

  3. Select the report parameters

    1. Date: Select the DOB range to base the report on

    2. Location: Select the location, if applicable

    3. Providers: Select the Provider or All Providers to run the report on

    4. Categories to be excluded: Select the patient categories to exclude from report

    5. Click OK

Report Details

The report filters by date and month.

For example, If Next 30 days was selected, it will search for patients with birthdays inclusive of the next 30 days and ignore the year.





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