Find patients last seen a year or more ago with no appointment in RevolutionEHR, export a CSV with mailing addresses, and import it into PostKnock.
Start FreeHeads up: no RevolutionEHR integration. PostKnock does not connect to, sync with, or read from RevolutionEHR. This is a manual export-then-import workflow. RevolutionEHR is a third-party product and is not affiliated with PostKnock.
How we checked these steps. These steps come from RevolutionEHR’s own help center articles. 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.
Go to Reports › Patients › Recall. In Search Type, choose Last Encounter, No Appt: patients last seen within the date range you enter who have not made a current appointment. Enter a date range that ends 12 or more months ago and click Search. RevolutionEHR says results can be printed (Avery 5160 labels are recommended) or exported.
We could not confirm which columns the Recall report export contains, or its file format. If it lacks mailing addresses, use the Patient Search below.
Sources: RevolutionEHR help, Recall Report and Recall Report explained.
Go to Reports › Patients › Patient Search, click the + icon, and select Add Report. Drag fields from Available Fields into Search Criteria, Result Fields, and Sort Fields, then Save and click the Run Report icon.
Source: RevolutionEHR help, Create custom query report.
As Result Fields, add Patient First Name, Patient Last Name, Patient Address 1, Patient Address 2, Patient City, Patient State/Prov, and Patient Zip Code. As Search Criteria, add Patient Active equal to Active.
We could not confirm the name of a phone field or a last-encounter date field in Patient Search. If you need the lapsed filter, cross-check this list against the Recall report from step 1.
Sources: RevolutionEHR help, Address labels (address fields) and Mass emails to patients (Patient Active criterion).
Click the gear icon in the results area and select Export. The file is a CSV.
Source: RevolutionEHR help, Mass emails to patients.
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.
RevolutionEHR’s own help suggests deleting exported patient files from your computer once you are done with them. Good advice here too.
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 RevolutionEHR integration or sync. You export a CSV from RevolutionEHR and import it into PostKnock.
The Recall report (Reports › Patients › Recall) with the Last Encounter, No Appt search type: patients last seen in your date range with no current appointment.
Build a Patient Search with Patient Address 1, Address 2, City, State/Prov, and Zip Code as result fields, then export it from the gear icon.
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.
Start FreeNot ready to sign up? We’ll mail you a real postcard → no account, no credit card.
Sources (vendor documentation, checked September 2026)
RevolutionEHR is a trademark of its respective owner. PostKnock is not affiliated with or endorsed by these companies.