The birthday report identifies all patients ages 20 and older whose birthday falls on the current day, three days prior, and three days after the report is checked.
You can print a handout with a personalized note wishing them a happy birthday along with a coupon. Such a simple gesture can be a wonderful way to show your patients you care and that you value their business.
The text of the birthday message and the coupon details can both be edited - allowing you to personalize the birthday message however you like.
If your patient hasn't been to the pharmacy recently, a great option is to send your birthday wishes as a letter. Selecting the "letter" option will add the patient's full name and mailing address, formatted to fit a #10 window envelope.
To edit the template of your birthday handout, select the "Edit Template" option to the left of the blue "Print" button.
Here you can edit the body of the handout, the sign-off, and the coupon.
After you are finished, simply click "Save Template" in the top right corner. This will take you back to the last birthday handout you were viewing.
• Consider limiting the coupon to a specific front-end department you would like to highlight, for example vitamins and supplements.
Learn how to streamline Birthday Report opportunities into your pharmacy system workflow!