Guides
Getting your list out of the software you already use
The hard part of a mailing is rarely the mailing. It is getting a clean list of the right people out of the system that holds them. These are the steps, written for the software small practices and trades actually run.
Importing your list
What your contact file needs before it can be mailed
The columns that are actually required, and the header names we map for you.
4 min read
Building a list
Pulling a lapsed-patient list out of your practice software
Define lapsed, run the report, keep the right columns.
6 min read
Before you send
Cleaning a list before you pay to print it
Dedupe, complete the addresses, and choose what happens to the ones that fail.
5 min read
Open Dental
Exporting a lapsed-patient list from Open Dental
Active Patients, or a User Query for anyone not seen since a date.
5 min read
Dentrix
Exporting a lapsed-patient list from Dentrix
Inactive Patient List, Continuing Care, and the List Manager.
6 min read
Eaglesoft
Exporting a lapsed-patient list from Eaglesoft
Patient Master report, filtered by last visit, saved as CSV.
4 min read
Curve Dental
Exporting a patient list from Curve Dental
Get My Data, admin-only, and it is not instant.
4 min read