Tuesday, January 26, 2016

The Birthday List

Updated 8/23/2019

Did you know Dentrix has a list you can generate that will show you a list of patients with a birthday within a specified date range? You can use this list to plan your birthday postcard mailings, and it's super convenient because you have the option to either print the list or to print mailing labels.

To generate the birthday list:
  1. From the Reports menu in the Office Manager, point to Lists and then click Birthday List.

  2. Type the Report Date that you want to print on the report. The default is the current date.
  3. In the Select Patient group box, enter the range of patients that you want to include in the list in the From and To fields.
  4. In the Select Provider group box, enter the range of providers that you want to include in the list in the From and To fields.
  5. In the Select Birth Dates group box, type the range of birth dates to print (Month, Day, Year) in the appropriate fields. To print a list of patients born within a specific month, type the month and leave the day and year blank. To search within a date range, select Search as Date Range.
  6. In the Select Report Type group box, select one or both of the following:

    • Birthday List - to print the birthday list
    • Mailing Labels - to print mailing labels for the list. Select the number of columns on the label sheet.

  7. Click OK to send the report to the Batch Processor.

For more information on using the Birthday List, watch the following video:

1 comment:

Unknown said...

Can the birthday list be printed for only patients that have been seen within a certain period e.g. the last two years?