Monthly birthdays
Objective
Show, from a button in the top bar, who has birthdays in the current month (with a focus on today's birthdays) so that the team can celebrate and strengthen the clinic's culture.
What this tool is
It is a quick summary of the month's birthdays, with photo or initials, name, date and area or role. If someone has a birthday today, their card is highlighted with the "Today" label and a fireworks animation plays when opening the panel.
The widget shows birthdays of users (system accounts) and medical and staff (HCPs). It does not include patients.
Where it is located
In the top bar of the application, there is a cake icon (a cake with candles). The icon only appears if in the current month there is at least one birthday person. If there is none, the icon is hidden completely.
If someone has a birthday today, the icon shows a red circle with the number of birthday people in the month.
Before starting
- Have the session started.
- Coordinate with administration or human resources so that the birth dates of users and HCPs are loaded in their records. If a person does not have a registered birth date, they do not appear in the list.
How to open the birthday list
- Locate the cake icon in the top bar.
- Click.
- A window opens with the list of birthday people of the current month.
- If someone has a birthday today, a fireworks animation plays over the screen (it lasts a few seconds and stops on its own).
What the window shows
Header
- Title: "Birthdays of {Month}" with a party emoji (for example "Birthdays of June 🥳").
- Subtitle: a motivating message like "Give them a hug or wish them a happy birthday when you see them".
Body (birthday list)
Each birthday person is shown as a card with:
| Element | What it shows |
|---|---|
| Avatar | The profile photo if they have one, or the initials calculated from the name. |
| Name | The person's full name. |
| Date | The day of the birthday with the month (for example "15 of June"). |
| Area or role | A small label with the role or staff type (for example "Doctor", "Reception", "Nursing"). |
| "Today" indicator | If it's their birthday today: a label with star and highlighted background. |
What the counter or visual indicator means
- Red circle on the cake icon: indicates how many birthday people there are in the current month.
- If someone has a birthday today: the circle appears next to the icon, and inside the window the corresponding card has the "Today" label and a highlighted background.
How to read the information of each person
Initials
- If the name has a single word (for example "Maria"), the first two uppercase letters are shown (for example "MA").
- If it has two or more words (for example "Maria Lopez"), the first letter of the name + first letter of the last name are shown (for example "ML").
- If it cannot be calculated, "FC" appears.
Area or role
- For users, the name of the associated staff type is taken (for example "Doctor", "Reception").
- For medical staff, the specialty or staff type is taken (for example "Gynecology", "Laboratory").
- If the person does not have a defined role, the label is not shown.
"Today" indicator
The "Today" label with star is shown only when the month and day of the birthday match the current date.
States or important messages
| State | What happens |
|---|---|
| Loading | "Loading birthday people..." message in the window body |
| No birthdays in the month | The cake icon is not shown |
| No birthdays in the list (rare case) | "There are no registered birthdays this month." message |
| Someone has birthday today | The fireworks animation plays on opening |
What to do when no birthdays appear
If you know someone on the team has a birthday this month but they do not appear in the list:
- Verify that they have a birth date loaded in their user or HCP record. If it is empty, ask administration or human resources to add it.
- Refresh the page (sometimes the list stays with data from the start of the session).
- Close and reopen the session to force the reload.
Common errors
| Situation | What to do |
|---|---|
| The cake icon does not appear | Verify that there is at least one birthday in the current month. If there should be, check the user's or HCP's birth date in their record. |
| A coworker who has a birthday today does not appear | Verify that their birth date is correctly registered. |
| The fireworks animation does not play | The operating system or browser may have reduced animations. Check the "reduce motion" preference. |
| The animation looks slow or choppy | Close other tabs or programs that consume resources. The animation stops on its own after a few seconds. |
| The initials are not the expected ones | The calculation uses the first letter of the name + first letter of the last name. For single-word names, it takes the first two letters. |
| The role shown is not correct | Coordinate with administration to correct the staff type or the HCP's specialty. |
Permissions
There is no explicit permission. The widget is available to all authenticated users. The icon is only shown if in the current month there are registered birthdays.
Pending validation: confirm with the product team whether the HCP birthday list depends on any specific permission or is always shown.
Operational recommendations
- Keep the birth date updated in the user and HCP records. Coordinate with administration or human resources.
- Check the cake icon at the start of the shift so as not to miss today's birthdays.
- If the fireworks animation is distracting, let it finish before continuing with the work (it lasts a few seconds).
Relation with other modules
- Users and permissions: birthdays come from the users catalog.
- Medical and staff: birthdays also come from the HCPs catalog.
- My profile: the current user's birth date can be viewed or captured in the user record.