Run the Patient Master report with a Last Visit Date range, save the data as Excel or CSV, and import it into PostKnock for a reactivation mailer.
Start FreeHeads up: no Eaglesoft integration. PostKnock does not connect to, sync with, or read from Eaglesoft. This is a manual export-then-import workflow. Eaglesoft is a Patterson Dental product and is not affiliated with PostKnock.
How we checked these steps. These steps come from Patterson’s own Eaglesoft support answers (Patterson Support Center). 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.
In the Patient Filter, set Marked As to Patient (the other options are Responsible Party and Policy Holder) and Status to Active, unchecking Inactive. Click into the Last Visit Date box and enter a range that ends 12 or more months ago.
Click Preview Report. Right-click anywhere in the preview and choose Save Data As. Pick a folder, name the file, and choose *.xls (Microsoft Excel) or *.csv (Comma Delimited File), then click Save.
Patterson warns the saved data can contain more columns than the preview shows, so expect to delete some.
Sources: Patterson Support answers 11259 (marked for all Eaglesoft versions) and 39174.
Open the file and confirm it has patient name, street, city, state, ZIP, and a phone number. Delete anything clinical or financial.
We could not find a Patterson article that lists the exact columns in the Patient Master export, so look at your own file before importing.
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. There is no Eaglesoft integration or sync. You save the report data from Eaglesoft as Excel or CSV and import it into PostKnock.
The Patient Master report under Reports, Patients tab, filtered to Marked As Patient, Status Active, and a Last Visit Date range ending 12 or more months ago.
Either. Eaglesoft’s Save Data As offers both, and PostKnock imports both.
Yes, Patterson documents a Patients With Email Addresses report (versions 14 and above). For postcards you need mailing addresses, so Patient Master is the better starting point.
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.
Import your file, pick a playbook, and mail your first wave. Free to start.
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Sources (vendor documentation, checked September 2026)
Eaglesoft is a trademark of its respective owner. PostKnock is not affiliated with or endorsed by these companies.