Birthday Report

Birthday Report

This report provides an overview of all patients who have their birthdays in a given month.


Why you need it?

Use this report to know which patients have birthdays in the coming months and send them personalized Birthday Wishes. 

1. Access your zHealth account. On the Dashboard, you will see your name at the top right corner. Hover the cursor over to your name. A drop-down menu will open. Click on "Reports".



2. On the Reports window, go to the Scheduling Reports section on the left side of the screen. Click on the first option - Birthday Reports. A pop-up window will open.



3. Select the month from the dropdown menu. Then click 'Generate Report'.



4. This is how the birthday report for the selected month will look like.



Column Field Descriptions:


Field Name



Description



Patient Name



This is the name of the patient



Email Address



This is the email address of the patient



Patient Address



This is the home address of the patient



Phone



This is the first contact number of the patient which is there in Contact Details in the Patient Profile



Birthday



This field indicates the date of birth of the patient



Last Visit



The last visit date of the patient



Active



Is the patient active (Y) or inactive (N)?

For additional help finding a report or data you are looking for, try our 'Reporting Matrix'.
Click the attachment to view a sample of the Birthday Report.

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