Printing Birthday Correspondences

You must have patients’ dates of birth recorded in their records in order to print birthday correspondences.

  1. Click Tasks on the main window toolbar, select Correspondence [MU], and then select Birthday.

    The Process Birthday Correspondence window opens.

    Click History to view the birthday correspondence printing history.

  2. Select a location for which you want to print birthday correspondences from the Location drop-down menu (if available).
  3. Select a communication preference for the birthday correspondences from the Communication Preference drop-down menu. To select communication preferences for patients, see Recording Patient Information.
  4. Type or select dates in the Selection Range From and To boxes and click Start Selection to find patients in the selected date range to whom you can send birthday correspondences.

    To further narrow your selection, deselect the Select all names check box, select a filter option from the Filter By radio buttons, and type a letter (if you are filtering patients by last name) or number (if you are filtering patients by ZIP code) in the Starting Last Name or Starting Zip Code text box to print birthday correspondence for patients meeting your selection criteria. For example, if you type “G” in the Starting Last Name text box, OfficeMate will print birthday correspondences for patients with last names that begin with G–Z.

    A list of patients meeting your selection criteria is displayed.

  5. Select or deselect patients by clicking the check box in the Print column.

    You can also click Select All to select all patients or Unselect All to deselect all patients.

  6. If you want to print labels and lists in addition to the letters/postcards, select the Print Labels and Print Listing check boxes and select the Last Name or ZIP Code Order Labels and Listings By radio button to sort the birthday correspondences that you are printing by last name or ZIP code.
  7. If you do not want to print letters or postcards, select the Do Not Print Letters/Postcards check box; if you do want to print letters or postcards, select the Last Name or ZIP Code Order Letters/Postcards By radio button to sort the birthday correspondences that you are printing by last name or ZIP code.
  8. If you need to set up your printer, click Printer Setup to open the Print Setup window. For more information on setting up your printer, see Setting Up the Printer.
  9. Click Print to print the birthday correspondences.

    If you are printing labels or lists, the Report Printer Selection window opens. Click one of the following buttons:

    • Print to print the birthday correspondences for the selected patients.
    • Skip to skip the current print selection and see the next print selection.
    • Test Print to print a sample birthday correspondence.
    • Printer Setup to set up the printer. For more information on setting up the printer, see Setting Up the Printer.

    The Correspondence Printing Window opens.

  10. Click Yes to clear all of the patients from the Process Birthday Correspondence window and update the correspondence history.