Birthday Report

The Birthday Report is a list that includes all the birthdates of Debtors/Patients in your Practice. Recognising and celebrating the birthday of a Debtor/Patient by sending them an SMS/Email is a simple way to maintain a positive relationship. It can enhance Patient engagement and show that the Practice cares about the well-being of its Patients.

Web App:

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Roadmap 1: NW > MOD Communication - S Switch History > T CRM - S Build SMS/Email > T Birthday Report - S Birthday Report

Roadmap 2: NW > MOD Reports - S Reports > T CRM - S Build SMS/Email > T Birthday Report - S Birthday Report 


Desktop App:

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