We now help you avoid that awkward situation of realising it is a patients birthday just after they leave your clinic.
A couple of changes have been made to help you stay on top of patient birthdays:
Upcoming Birthdays Report
There is a new report that will give you birthdays of your patients for a selected month. The information in the report has been designed so that you can easily copy/paste it into a spreadsheet if you like to mail merge email them.
This report can be used for any month (we expect current month and next month will be most useful).
Patient Page Reminder
If you have the patient in your practice on their birthday, there is no chance of forgetting now. We have added a subtle reminder on the patient page that you will be sure to see.