Use the Patients - Raw report to pull everyone not seen since a date, export it as CSV, and import it into PostKnock for a reactivation mailer.
Start FreeHeads up: no Open Dental integration. PostKnock does not connect to, sync with, or read from Open Dental. This is a manual export-then-import workflow. Open Dental is a product of Open Dental Software and is not affiliated with PostKnock.
How we checked these steps. These steps come from the official Open Dental online manual (opendental.com/manual). 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 Main Menu, click Reports, then Standard. Under Lists, click Patients - Raw.
Sources: Open Dental manual, Standard Reports and Patients - Raw.
On the Select tab, choose the fields for the export: first and last name, address, city, state, ZIP, phone, and Last Visit Date.
The manual confirms address, phone, and email fields exist in this report but warns its options “may not reflect all database fields.” Field labels on your screen are what to go by.
Source: Open Dental manual, Patients - Raw.
On the WHERE tab, add Last Visit Date (the date of the patient’s most recent procedure) with the less than operator and a date 12 or more months ago, and click Add. Add a PatStatus condition for Patient, so Inactive, Archived, Deceased, NonPatient, and Prospective records stay out. Click OK; the results open in the User Query window.
Source: Open Dental manual, Patients - Raw.
In the User Query window, click Export .csv (or Export .txt for tab-delimited). Files save to the OpenDentalExports folder by default, with column names in the first row.
Sources: Open Dental manual, User Query and Export to Excel.
The manual notes that Last Visit Date may be a future date if the patient has future scheduled appointments, so your date filter may already drop some booked patients, but Patients - Raw has no documented “no future appointment” filter. Open Dental’s Recall List › Reactivations tab does: it lists patients last seen before a date you enter, with at least one completed procedure, no future scheduled appointments, and not marked Do Not Contact, with an option to exclude Inactive patients. That tab prints, emails, and makes postcards and labels, but the manual does not describe a file export, so use it to cross-check your CSV.
Sources: Open Dental manual, Recall List: Reactivations and Recall List.
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 Open Dental integration or sync. You export a CSV from Open Dental and import it into PostKnock.
Reports › Standard › Patients - Raw, filtered on Last Visit Date and PatStatus, exported with Export .csv from the User Query window. Cross-check it against the Recall List Reactivations tab to drop anyone with a future appointment.
The Open Dental manual documents postcards, labels, email, and printing from that tab, but not a file export. It is the right list; it is just not documented as exportable.
By default, the OpenDentalExports folder set in Data Paths.
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)
Open Dental is a trademark of its respective owner. PostKnock is not affiliated with or endorsed by these companies.