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Every practice system can produce a patient list. Here is what to ask for, and what to check.

Checked 16 October 2026

Before you start

Nothing technical. You can do this over the phone with your software's support team.

Ask your software's support team for a CSV or Excel export of your active patients' first name, last name and email address.
Say you want it for a newsletter. They do this every day.
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If you receive an Excel file, open it and choose File, Save As, and pick CSV (Comma delimited).
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Check the top row names the columns, and that one is called Email.
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Delete anyone you should not email, such as patients who asked not to receive email.
ModularMail already skips anyone who unsubscribed from us, but your own records of opt-outs matter too.
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You should now have

A .csv file with an Email column, ready to upload.

If something looks different

Support says they cannot export emails: Some systems only produce a mail-merge list. Ask for a "patient list" or "mail merge data file" and open it in Excel.
I only have a few emails: No file needed. In ModularMail choose Type or copy and paste emails instead.