Patient/Client Birthdays

This report will allow you to display patient birthdays.

  1. Login as Admin
  2. Click on Graph icon (Reports) in the left navigation
  3. Under the Patient section click on Patient/Client Birthdays
  4. Select the Date Range and Apply Filter
  5. Click Download (it will be downloaded as a CSV file)
Have more questions? Submit a request

7 Comments

  • 2
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    Jennifer Schade

    Is there any way to have a pre-done email wishing a client Happy Birthday and the system will just send it to them automatically?  If not, this should be in the works as well as a email for clients that haven't come in in a while.  It would be awesome to make something up and have the system just send it.

  • -1
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    Ryan

    Jennifer,

    Thanks for the suggestion.  In the meantime you can run the birthday report and import the list  into Mail chimp  and send out birthday wishes.

     

    Thanks

     

    SOAP Vault Team

  • 1
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    Wendy Harvey

    It would be great a feature - since all the information is here already.  There could be form letter that we could write and it would automatically send it on their birthday

     

  • 0
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    Ryan

    Thank you for your suggestion.  This is a feature we will be working on.

  • 0
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    Debra Bernath

    Has this feature been added to SOAPVault? It is a great way to stay in touch with clients.

  • 0
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    Ryan

    Not yet, but I can assure you it is coming.

  • 0
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    Patrick Miller

    Still not here.... This would be great because this is a one email here, one there vs a big campaign like one would normally do with mail chip

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