Run the inactive/overdue report in RevolutionEHR, 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 RevolutionEHR integration. PostKnock does not connect to, sync with, or read from RevolutionEHR. This is a manual export-then-import workflow: you export a CSV from your own RevolutionEHR system, then upload that file to PostKnock. “RevolutionEHR” is referenced here only to describe the software you may be exporting from — it is a third-party product, a trademark of its owner, and not affiliated with PostKnock.
In RevolutionEHR, open the Reports area and choose a patient-list report that surfaces inactive or overdue patients — commonly a recall or patient-list report. These let you build a list of patients by their last-visit or last-service date rather than opening one chart at a time.
Exact report names and locations vary by RevolutionEHR configuration and your practice’s reporting setup. Look for any report that lets you filter by appointment, visit, or service date.
Set the report’s date filters so you only capture patients whose last visit or service date 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.
Export or download the report to a spreadsheet-friendly format — ideally CSV (Excel works too). Some RevolutionEHR reports export directly; others display on screen or print to PDF. If yours only displays or prints, save it and copy the rows into a spreadsheet, or use the export option in your reporting view. 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, Rx, 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 RevolutionEHR 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 Eye Care Practice
It’s been a while — come back and save on your next visit.
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 RevolutionEHR integration, API connection, or sync. The supported flow is to export a CSV from RevolutionEHR yourself and import that file into PostKnock, where the wizard auto-maps your name, address, and phone columns. RevolutionEHR is a third-party product referenced here only to describe the export step.
A patient-list or recall report that lets you filter by date works best — look in the Reports area for anything that surfaces inactive or overdue patients by appointment, visit, or service date. Filter to patients whose last visit was 12+ months ago and who have no future appointment scheduled. Exact report names vary by your RevolutionEHR configuration.
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 reporting view includes an export or download option, 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, Rx, 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 or EHR system that can produce a patient list as CSV. The report names differ, but the steps are the same: filter by last-visit or service 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.
RevolutionEHR is a trademark of its respective owner and is referenced here descriptively. PostKnock is not affiliated with, endorsed by, or integrated with RevolutionEHR.