Birthday card list

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  • Question
  • Updated 5 years ago
  • Answered
Have the ability to remove someone from the birthday card list
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Jenny Boys

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Posted 5 years ago

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Photo of Timothy

Timothy, Business Care Manager

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Official Response
Hi Jenny

The best way to do this is by using a 'Do not contact' tracking category from System > Patient Tracking Categories:

If a patient doesn't want to receive birthday communications, make sure the category is added to their patient file:

When running the birthday list report, you can simply exclude those patients who are in the 'Do not contact' tracking category as below:

You can then email, SMS, create a mail merge or even export the list of patients to Excel, and those patients that have been marked with 'Do not contact' will no longer appear in the list.

You'll find the patient tracking category filters on several other reports too, which might come in handy if you using these reports to contact patients.

I hope this helps!