Export your patient email list from Open Dental

Run the Patients report with name and email, then export the results as a CSV.

Before you start

Open Dental open at a computer in your practice, signed in with a user who can run reports.
The steps follow the version 24 manual. Older versions are close but menus may differ slightly.

In the Main Menu, click Reports, then Standard Reports. In the Lists section, click Patients - Raw.
Image: Open Dental manual. Temporary until we add our own.
On the Select tab, hold Ctrl and click LName, FName and Email to select them.
You can also drag across several rows to select them quickly. Leave the other columns unselected.
Image: Open Dental manual. Temporary until we add our own.
Click the Where tab and limit the list to current patients using PatStatus.
Without this, the report includes every status: inactive, archived, deceased and prospective. Do not email anyone who is deceased.
Screenshot coming
Click OK. The results open in the User Query window.
Screenshot coming
Under the results, click Export .csv and choose where to save the file.
Open Dental also offers Export .txt, but choose .csv. By default, exports go to the OpenDentalExports folder set in Data Paths Setup.
Image: Open Dental manual. Temporary until we add our own.
Open the file and check it has a column called Email, with names beside it.
The column headings come from Open Dental, such as LName, FName and Email. ModularMail finds the Email column for you.
Screenshot coming

You should now have

A .csv file with one row per current patient, including their last name, first name and email.

If something looks different

I cannot see Standard Reports: Your user may not have permission to run reports. Ask your practice's Open Dental administrator.
Many rows have no email: Leave them. ModularMail skips rows with no valid email and tells you how many.
I do not want to email some patients: Open Dental's Patients report does not show who has opted out of email. Delete those rows from the file before you upload.