Hippo Manager offers a variety of client and patient list reports, and the Anniversary List will display a list of all patients that have an anniversary coming up within a desired date range.
Anniversary List Report
1. Select the Reports tab within the Dashboard along the left side of the screen.
2. Select the Client Communications widget, and then select the Anniversary List widget.
3. Select the practice Location, desired Date Range, and preferred Format. Then select Get Report.
This report outlines all patients who joined your practice within a desired date range accompanied by the date they first came to your practice.
Hippo Manager also offers a Condolence list, and for more information, check out Reports: Client Communications Condolences List.