Pull a list of overdue patients out of Dentrix, clean it down to name, address, and phone, and import it into PostKnock to mail a postcard reactivation campaign.
Start Free — No Credit CardHeads up — no Dentrix integration. PostKnock does not connect to, sync with, or read from Dentrix. This is a manual export-then-import workflow: you export a CSV from your own Dentrix system, then upload that file to PostKnock. “Dentrix” is referenced here only to describe the software you may be exporting from — it is a third-party product and not affiliated with PostKnock.
In the Dentrix Office Manager, open a patient-list report. The two most useful for a reactivation list are the Patient Report (by filters) and the Continuing Care report, both found under Reports. These let you build a list of patients by their last-visit or recall-due date rather than printing one patient at a time.
Exact menu names vary by Dentrix version. If you use Dentrix Ascend or a hosted edition, the equivalent lives under your reporting or list-building section.
Set the report’s date filters so you only capture patients whose last visit was 12+ months ago. A 12–24 month window is a common starting point. Exclude anyone who already has a future appointment scheduled, and consider excluding patients flagged as inactive or moved if those fields are reliable in your system.
Tip: start narrow (e.g. 12–18 months) for your first mailer, then widen the window on later waves.
Save or export the report to a spreadsheet-friendly format — ideally CSV. Some Dentrix reports export directly; others are designed to print. If yours only prints or produces a PDF, save it and copy the rows into a spreadsheet, or use the data-export utility available in your edition. The goal is a table with one row per patient.
Open the CSV in a spreadsheet and trim it to what a mailer actually needs:
Then tidy it up: remove duplicate rows, drop anyone with a blank or obviously invalid mailing address, and delete clinical, balance, or insurance columns you don’t need on a postcard. Keeping the export lean also keeps protected health information off the file you upload.
In PostKnock, create a new contact list and upload your cleaned CSV. The import wizard auto-maps your name, address, and phone columns — you confirm the mapping and you’re done. There is no Dentrix login, API key, or sync step: it’s a one-time file upload that you can repeat whenever you pull a fresh list.
Choose a multi-touch reactivation playbook (up to 5 waves), set your offer, and customize the card in the in-app Design Studio — available in 4×6, 6×9, and 6×11 sizes with optional QR-code tracking. Postcards print and mail via USPS First-Class. On Pro, a phone-call follow-up Call Queue populates for your front desk a few days after delivery, so non-responders get a warm call.
Once your list is in, you design a reactivation card like this and mail it as the first wave. Same offer, optional call follow-up — just pick the look that fits your practice.
Your Dental Practice
It’s been a while — come back for a complimentary exam.
Illustrative mockup. You set the offer, copy, and design in the Studio.
A worked example using round, illustrative numbers — your results will vary:
Figures above are illustrative industry ranges, not a PostKnock performance guarantee. Actual response depends on your offer, list quality, and timing.
Learn how a multi-wave reactivation campaign comes together, then import your cleaned CSV and launch.
No. PostKnock has no Dentrix integration, API connection, or sync. The supported flow is to export a CSV from Dentrix yourself and import that file into PostKnock, where the wizard auto-maps your name, address, and phone columns. Dentrix is a third-party product referenced here only to describe the export step.
A patient-list report that lets you filter by date works best — commonly the Patient Report (by filters) or the Continuing Care report under the Reports menu in Office Manager. Filter to patients whose last visit was 12+ months ago and who have no future appointment scheduled. Exact menu names vary by Dentrix version and edition.
Save the report to a file you can open in a spreadsheet, or copy the rows into Excel or Google Sheets and save as CSV. As long as you end up with one row per patient and columns for name, address, and phone, PostKnock can import it. If your edition includes a data-export utility, that is the cleanest route.
For mailing: first and last name (or full name), street address, city, state, and ZIP. Add a phone column if you want to do call follow-up on Pro. You can delete clinical, balance, and insurance columns — keeping the file lean also keeps protected health information off the upload.
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. Marketing communications to your own patients are typically permitted under HIPAA without a BAA. For your specific situation, follow your practice’s policies and consult your compliance advisor.
Importing a list and designing a card is free. You only pay per postcard when you send: about $1.05 per 4×6 card on the Free plan and about $0.79 on Pro ($99/mo or $799/yr). Per-piece pricing includes printing and USPS First-Class postage. No setup fees, no minimums, no contracts.
Yes. The same export-then-import workflow applies to any practice management system that can produce a patient list as CSV, including Eaglesoft and Open Dental. The menu names differ, but the steps are the same: filter by last-visit date, export to CSV, clean to name/address/phone, and import into PostKnock.
Import your cleaned CSV, pick a reactivation playbook, and mail your first wave — free to start.
Start Free — No Credit Card1 Direct-mail response-rate ranges are drawn from industry benchmarks such as the ANA (Association of National Advertisers) Response Rate Report. Ranges are illustrative; results vary by list, offer, and timing.
Dentrix, Eaglesoft, and Open Dental are products of their respective owners and are referenced here descriptively. PostKnock is not affiliated with, endorsed by, or integrated with these products.