Export your patient email list from Denticon
Run the Patient List report in Excel format and save it as a CSV.
- Denticon open in your browser, signed in with a user who can run reports.
In the top menu, click Reports, then Lists, then Patient/Resp. Party List, then Patient List.
Image: Planet DDS Support. Temporary until we add our own. Under Print Format, choose Excel.
This gives you a spreadsheet instead of a PDF.
Screenshot comingSet the report criteria. Under Patient Status, choose Active.
Leave other criteria alone to include everyone, or narrow by office.
Image: Planet DDS Support. Temporary until we add our own. Click Print / Preview. Your spreadsheet downloads.
Screenshot comingOpen it in Excel. If Excel shows a bar saying Enable Editing, click it.
Screenshot comingClick File, Save As, and choose CSV (Comma delimited). Check it has a column called Email.
The report also has address and phone columns. You can leave them or delete them. ModularMail only uses name and email.
Screenshot coming
A .csv file with one row per active patient, including their email address.
If something looks different
- There is no email column
- Go back to Reports, Lists, Patient/Resp. Party List. Look for Patient List - Email and run that instead.
- "File size is too large to download"
- Narrow the report, for example by office, and run it more than once. Then paste the pieces into one sheet.
- The report does not show who opted out
- Delete anyone you should not email before you upload.