Our new Birthday Month Configuration panel gives you more control over when patients are invited for recalls based on the month they were born (aka their Birthday Month!). This is the first step in rolling out more flexible campaign settings across the platform.
🔍 Where to find it
You’ll see this during Step 5: Patient Prioritisation when creating a new recall campaign.
Select Birthday Month to activate this configuration.
You’ll see a purple info box at the top of the configuration screen called
“How Hippo’s Birthday Month campaigns currently work.”
It gives a quick summary of the current setup - we'd recommend reading this as there are a lot of small nuances to birthday month campaigns!
Then scroll down to find the new “Configure Birthday Month” section.
⚙️ What can I configure?
There are currently two options you can control:
1️⃣ Handling patients who missed their birth month
This applies to:
New patients who joined after their birthday month
Patients who become eligible after the campaign started
If the campaign starts after a patient's birthday month
You can choose to:
Call in as soon as possible – The patients highlighted above are invited right away so you don't miss them this year, even though it’s not their birth month.
Wait until next birth month – They’ll be included next year when their birth month comes around again.
📝 You’ll see a small purple tick in the corner of the selected option.
2️⃣ What happens when all patients in the current birth month have been invited?
This determines how Hippo handles the rest of the queue once the current month's invites are complete (assuming you still have capacity available).
You can choose to:
Keep sending invites – Start inviting patients from the next birth month, ahead of schedule.
Stop sending invites – Pause recalls until the next birth month begins.
📝 Again, a tick in the top-right corner shows which option is currently selected.
🚧 Coming soon
We're gradually expanding this panel to include:
Smoothing logic for Jan–Mar patients
Customisable buffer times where you're moving to Birthday Month
Control over invite patterns (e.g. spread through month, fixed days)