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How Practitioners Can Track Patient Birthdays
How Practitioners Can Track Patient Birthdays

How Practitioners Can Track Patient Birthdays

Practitioners may want a report showing Patient birthdays to facilitate personalized care or send birthday greetings to strengthen Patient relationships. Here's how you can generate the Patient birthday report.

  1. Log in as Admin.
  2. Click on the Graph icon (Reports) in the left navigation.
  3. Under the Patient section, click on Patient Birthdays.
  4. Select the Date Range and Apply the Filter.
  5. Click Download (it will be downloaded as a CSV file).
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Filter Discount Report by Practitioner, Patient & Date Range

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Access No-Show Reports by Practitioner, Patient & Date Range

Patients without Appointments Report

Practitioners may want a report showing Patient birthdays to facilitate personalized care or send birthday greetings to strengthen Patient relationships. Here's how you can generate the Patient birthday report.

  1. Log in as Admin.
  2. Click on the Graph icon (Reports) in the left navigation.
  3. Under the Patient section, click on Patient Birthdays.
  4. Select the Date Range and Apply the Filter.
  5. Click Download (it will be downloaded as a CSV file).

Practitioners may want a report showing Patient birthdays to facilitate personalized care or send birthday greetings to strengthen Patient relationships. Here's how you can generate the Patient birthday report.

  1. Log in as Admin.
  2. Click on the Graph icon (Reports) in the left navigation.
  3. Under the Patient section, click on Patient Birthdays.
  4. Select the Date Range and Apply the Filter.
  5. Click Download (it will be downloaded as a CSV file).
Articles in this section
plus

How Clinics Can Generate Appointment History Reports

How to Generate Accounts Receivable Report

Steps for Admin to Generate Clinic Tax Report

How to Generate a Comprehensive Clinic Transactions Report

Track Progress of Clinical Note Status

How to Customize Sales Reports for Each Practitioner

How to Generate Daily Transaction Report by Payment Type

Filter Discount Report by Practitioner, Patient & Date Range

How to Access Clinic Invoices Report for Specific Date Range

Export Invoices to QuickBooks Online

How to Get a Report Displaying All Clinic Payment Methods

Filter Sales Reports by Practitioner, Patients, and Updates

How Practitioners or Clinics Can Track Product Reports

Viewing and Filtering Tip Reports for Practitioners

Filter Service Sale Reports by Practitioners, Patients, Date

How to Check and Display Labels Assigned to Patients

Access No-Show Reports by Practitioner, Patient & Date Range

Patients without Appointments Report

Articles in this section
plus

How Clinics Can Generate Appointment History Reports

How to Generate Accounts Receivable Report

Steps for Admin to Generate Clinic Tax Report

How to Generate a Comprehensive Clinic Transactions Report

Track Progress of Clinical Note Status

How to Customize Sales Reports for Each Practitioner

How to Generate Daily Transaction Report by Payment Type

Filter Discount Report by Practitioner, Patient & Date Range

How to Access Clinic Invoices Report for Specific Date Range

Export Invoices to QuickBooks Online

How to Get a Report Displaying All Clinic Payment Methods

Filter Sales Reports by Practitioner, Patients, and Updates

How Practitioners or Clinics Can Track Product Reports

Viewing and Filtering Tip Reports for Practitioners

Filter Service Sale Reports by Practitioners, Patients, Date

How to Check and Display Labels Assigned to Patients

Access No-Show Reports by Practitioner, Patient & Date Range

Patients without Appointments Report

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Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
Start Your 14-Day TrialBook a Call
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invoice
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