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Carestream Dental

CS Dental practice management and digital imaging

dentalmedium~10 minCSV / ExcelOfficial Docs ↗Last verified May 4, 2026

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The full Carestream Dental export guide as a PDF

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Export Steps

1

Open CS Dental on Your Office Computer

Carestream Dental (also called CS Dental or CS PracticeWorks) is a Windows-installed application. Launch it from the desktop icon or Start Menu. Log in with your admin or office manager credentials. The application opens to a patient/appointment view.

Note:

CS Dental is not web-based — you must be on an office computer with the software installed. Contact Carestream Dental support at 1-800-944-6365 if you have trouble launching the software.

Tip:

CS Dental has multiple product lines (CS OrthoTrac, CS PracticeWorks, CS Ortho). The report navigation is similar across all of them.

2

Navigate to Reports & Analysis

In the CS Dental top menu bar, click "Reports" or "Reports & Analysis". The Reports module opens showing report categories on the left side.

EHR Software
File
Edit
Patient
Appointments
Reports
Administration
Help
Reports & Analysis
Patient Reports
Financial Reports
Clinical Reports
Practice Analysis
Reports & Analysis (top menu)
3

Open Patient Reports → Patient Demographics

In the Reports section, click "Patient Reports". Then select "Patient Demographics" or "Patient List" from the available reports. This report contains all patient contact and status information.

EHR Software
Reports & AnalysisPatient Reports
Patient Demographics
Patient List
Inactive Patients
New Patients
Recall Due
Insurance Summary
Patient Demographics / Patient List
4

Configure Fields and Filters

The Patient Demographics report configuration dialog opens. Set: Patient Status = "All" (to include active and inactive), Date Range = "All Time". Click "Select Fields" and make sure these are checked: First Name, Last Name, Cell Phone, Home Phone, Email, Last Visit Date, Patient Status, Primary Insurance Carrier.

  • Patient Status: All (active + inactive)
  • Date Range: All Time
  • Fields: First Name, Last Name, Cell Phone, Home Phone, Email, Last Visit Date, Status, Primary Insurance
  • Click Run or Generate
EHR Software
Reports & AnalysisPatient ReportsPatient Demographics
All
All Time
Included
Included
Included
Included
Run Report
Select Fields
5

Export to CSV or Excel

After the report generates, click the "Export" button in the report toolbar. Select "Export to Excel" or "Export to CSV". Save the file and upload to MedMasters via the secure link.

EHR Software
Reports & AnalysisPatient DemographicsResults
Last Name
First Name
Cell Phone
Email
Last Visit
Status
Insurance
Export to Excel
Export to CSV
Print

Note:

Do not email the file. Use only the secure MedMasters upload link.

Field Availability

Which MedMasters data fields are available in this EHR export.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Cell Phone / Mobile (preferred) or Home Phone
Available
EmailREQ
Email Address
Available
Last Visit DateREQ
Last Visit Date
Available
Active / InactiveREQ
Patient Status
Available
Insurance vs Cash
Primary Insurance Carrier
Available
Visit Count
Visit Count
Partial

Known Quirks

⚠️

Windows-only installed software — must be on an office computer

⚠️

Carestream has multiple product lines (CS PracticeWorks, CS OrthoTrac) — navigation is similar across all

Pro Tips

💡

Carestream support at 1-800-944-6365 can walk you through the export for your specific product version

💡

Insurance data is included in the standard Patient Demographics report — no separate billing report needed

Got your export? Now what?

The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.

View Playbook

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