Build an inactive-patient list in Dentrix’s List Manager, open it in Excel with names and mailing addresses, and import it into PostKnock to mail a reactivation campaign.
Start FreeHeads 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 file from your own Dentrix system, then upload it to PostKnock. Dentrix is a Henry Schein One product and is not affiliated with PostKnock.
How we checked these steps. These steps come from Henry Schein One’s own Dentrix Magazine and Dentrix blog articles for the Dentrix desktop (G-series) software, and from the Dentrix Ascend learning site. Steps we could not confirm in those sources 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.
In the Office Manager, click Letters & Custom Lists, then the Inactive Patient category. Under Select Letter or Custom List, select the all-inactive-patients list (Dentrix Magazine calls it “Inactive, All”).
Source: Dentrix Magazine, Clean up your active patient base.
Click the double arrow next to Last Visit Date Range and enter an ending date in the past, for example 12 or 18 months ago, then click OK. Dentrix calculates Last Visit Date from the last procedure posted in the patient’s ledger, so a patient who only had a non-visit code posted may look more recent than they are.
Sources: Dentrix Magazine, Clean up your active patient base and Accurately tracking new patient numbers (how Last Visit Date is set).
In the list’s setup window, use the Data Fields section on the right: expand the Patient category and select Last Name, First Name, Street Address, City, State, and Zip. Add a phone field if your version lists one.
Dentrix’s articles show name, email, and mailing-address fields. We could not confirm the exact name of a phone field in an official Dentrix source.
Sources: Dentrix Magazine, Emailing all of your patients at once and The Dentrix G6 List Manager.
Click Open List Manager. To see the oldest visits first, click the Patient Last Visit Date column header twice. Then click Open in Excel. When Excel opens, choose File › Save As and save the file.
Sources: Dentrix Magazine, Clean up your active patient base (List Manager, sorting) and Emailing all of your patients at once (Open in Excel, Save As). Dentrix shows Open in Excel on a custom list; we did not find a source that shows it on the Inactive Patient list specifically. If it is greyed out, build the same list as a custom list (next step).
For more control, go to Letters & Custom Lists › Misc, select Patient Report (By Filters), click Edit, set your filters (for example Last Visit Date and patient status), click OK, then Open List Manager and Open in Excel.
Source: Henry Schein One’s Dentrix blog (Canada), Generating custom patient lists.
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.
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.
No. PostKnock has no Dentrix integration, API connection, or sync. You export a file from Dentrix yourself and import it into PostKnock, where the importer auto-maps your name, address, and phone columns.
Letters & Custom Lists, Inactive Patient category, with a Last Visit Date Range ending 12 or more months ago. Then Open List Manager and Open in Excel. For custom filters, use Patient Report (By Filters) under the Misc category.
Yes. In Dentrix Ascend, Henry Schein One documents Home › Reports › Patient List, with filters for last visit date, next visit date, and Active or Inactive status, and an Export button that downloads a .csv file. Its help page does not list which columns the CSV contains, so check the file for addresses before you import.
A name and a complete mailing address (street, city, state, ZIP). Add phone if you want call follow-up on Pro. Everything else is optional.
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.
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Sources (vendor documentation, checked September 2026)
Dentrix and Dentrix Ascend are trademarks of their respective owners. PostKnock is not affiliated with or endorsed by these companies.