Client birthday reminders
Remind me when it's a client's birthday so that I can wish them a happy birthday during our next session.
Kate Berger
shared this idea
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Anonymous
commented
Is there anyway to create a report that would give clients’ birth month and day? I would like to send clients’ birthday cards like my doctors office does with our family.
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Michele Hernandez
commented
Would be nice to pull up clients by birthdates for each month as a means of sending birthday cards out to clients.
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Michele
commented
I would like to develop a way to view monthly birthdays as a means of maintaining client rapport. Clients often enjoy a therapist remembering things such as birthdays, anniversaries, or deaths anniversary.
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Amilia James
commented
Any updates on this? It would be a great feature to get birthday reminders!
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Claudia Diez
commented
Would be nice to, on the day of a patient's Bday, to get a reminder by Theranest (to proceed with greeting the client, nice courtesy!) - thanks
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Olajumoke Olawale
commented
I used to have therapyappointment system and it sent automatic birthday messages to my client from me. All of my clients loved getting a message from me on their birthdays. They did not know it was an automatic thing sent by my system. It was a great tool to have.