Running the Patient List by Birthday Report

The Patient List by Birthday report generates a list of patients who celebrate a birthday within a specific date range.

Sample Report

To generate a list of patients by birthday:

  1. Select Reports > Patient > Birthday. The Output Options window is displayed.

  2. Select an output option and click OK. The List Patients by Birthday Report window is displayed.

  3. Select the starting and ending patient names from the drop-down lists.

  4. Select an option:

  5. To include information for patients with a specific user code:

  6. To exclude information for patients with a specific user code:

  7. To restrict the report to a specific birthday range:

  8. To restrict the report to a specific age group:

  1. If you are exporting the report to Excel, the following options are selected:

  2. Print Raw Data:

  3. Print Formatted Data:  

Deselect an option if you do not want that type of data to display. If you leave both options selected, the report information is displayed on two tabs in the Excel spreadsheet.

  1. Deselect Include Color/Shading if you do not want shading on the report.

  2. Click OK.