Guide · Dental

How to Export Lapsed Patients
from Curve Dental (Step by Step)

Build a Patient Demographics report with mailing addresses in Curve, filter out inactive patients, export it to CSV, and import it into PostKnock.

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Heads up: no Curve Dental integration. PostKnock does not connect to, sync with, or read from Curve. This is a manual export-then-import workflow. Curve Dental is a third-party product and is not affiliated with PostKnock.

How we checked these steps. These steps come from Curve Dental’s own help center articles. Steps we could not confirm there are marked. Last checked September 2026. Software menus change between versions; if yours looks different, the sources below link to the vendor’s own help pages.

What you’ll need

The Step-by-Step Export

1

Create a Patient Demographics report

Go to Reports and click Create a New Report. Name it, set Category to Patient Reports and Type to Patient Demographics.

Source: Curve help center, Creating mailing labels.

2

Add name and mailing-address columns

Choose First Name, Last Name, and a mailing street: Mailing Street (the patient), RP Mailing Street, or HoH Mailing Street, depending on who should receive the card. Add the matching City, State/Province, and Postal/Zip columns, plus phone. Click Finish.

Curve says this report includes names, phone numbers, email addresses, and preferred contact method; we did not find the exact phone column name.

Sources: Curve help center, Creating mailing labels and Patient Demographics report.

3

Filter to Active patients

Curve reports show patients of every status until you add filters. Add the Status column and then Add Filter requiring Status to be Active. This keeps Inactive, Deceased, and Archived patients off the list.

Sources: Curve help center, default status behavior, filtering by status, and patient statuses.

4

Export the report to CSV

After the report generates, click CSV (Curve’s FAQ calls it Export) in the top right of the screen.

Sources: Curve help center, Creating mailing labels and exporting reports.

5

Only patients with nothing scheduled? Use Insights

Curve’s help center says the easiest way to find patients with no future appointment is in Insights: open the default Patient Demographics report, add First Appointment Date, Last Appointment Date, and Next Appointment Date columns, add a filter on Next Appointment Date, and set the Date Range to N/A. Export with Download CSV in the top right. Filter or sort Last Appointment Date in your spreadsheet to keep patients last seen 12 or more months ago.

We could not confirm whether Insights is included in every Curve plan, or whether it offers the same mailing-address columns as Curve Reports.

Sources: Curve help center, patients without a future appointment and exporting reports.

6

Import the file into PostKnock

In PostKnock, go to Contacts › Import and upload the file as it came out (CSV or Excel both work). Confirm the column mapping, then read the review screen: it tells you how many rows are mailable and why any are not, before anything is saved.

Which columns to keep

Keep only what a postcard and a follow-up call need:

PostKnock needs a name (or a company name) and a complete U.S. mailing address on every row. Phone is what your team uses for call follow-up on Pro. Everything else is optional, so leave clinical, balance, and notes columns out of the file.

Common gotchas

After the export: import, then mail and call

  1. In PostKnock, open Contacts › Import and upload the CSV or Excel file. The importer auto-detects your columns and shows a mapping table (your column, what it maps to, a sample value). A whole address in one cell can map to Full mailing address (one column).
  2. Check the review screen before anything is saved. It shows how many rows are mailable, how many are missing an address, and how many duplicate an existing contact, and it previews rows as the address block that would print.
  3. Pick a playbook for your industry, customize the card in the Design Studio (4×6, 6×9, or 6×11), and launch. Postcards print and mail USPS First-Class. On Pro, a Call Queue lists who to phone after the cards land.

Frequently Asked Questions

Does PostKnock integrate directly with Curve Dental?▼

No. There is no Curve integration or sync. You export a CSV from Curve and import it into PostKnock.

Which Curve report should I use?▼

A Patient Demographics report (Reports, Create a New Report, Patient Reports category) with mailing-address columns and an Active status filter. For patients with no future appointment, use the Patient Demographics report in Insights with Next Appointment Date set to N/A.

Why are inactive patients in my export?▼

Curve reports show every status until you filter. Add the Status column and filter it to Active.

Which address should I mail?▼

Usually the patient’s Mailing Street. For one card per household, use the responsible party (RP) or head of household (HoH) mailing street instead.

Is exporting patient data to a mailer allowed under HIPAA?▼

PostKnock is built to be HIPAA-aware, not HIPAA-certified: we keep PHI off the postcard by default, we don’t sign Business Associate Agreements, and we don’t ask you to upload clinical data. Export only names, addresses, and phone numbers. For your specific situation, follow your practice’s policies and consult your compliance advisor.

Turn that export into booked appointments

Import your file, pick a playbook, and mail your first wave. Free to start.

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Sources (vendor documentation, checked September 2026)

Curve Dental is a trademark of its respective owner. PostKnock is not affiliated with or endorsed by these companies.