WebPT Ideas and Discovery

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Report showing dates of birth

Want to send out birthday cards to our patients, would be nice if there was a concise report that we could run.

  • Guest
  • Aug 8 2019
Therabill / Reporting
  • Jan 12, 2023

    Admin response

    A Custom Client report can be created to accomplish this. A basic report would consist of the following columns: First name, Last name, Birthday. To be more useful, you can considering also adding the Address, State, and ZIP columns as well.

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