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:
Shortcut: N/A
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