Dentally
Cloud-native dental software popular across UK and Australia
Export Steps
Sign in to Dentally
Open your practice subdomain on dentally.co in a desktop browser. Admin role is required for full patient list export.
Open Patients and Apply Filter
Click "Patients" in the top navigation. Use the filter to set status to "All" or "Active" depending on your needs.
Click Export
Click the "Export" button at the top-right of the patient list. Dentally emails the CSV to your account email when ready (usually within minutes).
Download from Email
Open the email titled "Your Dentally export is ready" and click the secure link. Save the CSV to a HIPAA-compliant location.
Note:
The download link expires after 24 hours.
Send via Secure Upload Link
Upload the file using the secure link your MedMasters account manager provided. Do not email the CSV file directly — patient contact data must be transmitted securely.
Note:
Never send patient data as a plain email attachment. Patient data sent over unencrypted email violates HIPAA. Use only the secure upload link provided by MedMasters.
Field Availability
Which MedMasters data fields are available in this EHR export.
Known Quirks
UK/AU-focused — payer field uses NHS/Private codes specific to those regions.
Date format is DD/MM/YYYY by default.
GDPR consent flags export — only contact patients with marketing-consent = true in EU.
Pro Tips
Filter by "Recall Status: Overdue" to pre-segment dormant patients ready for reactivation.
Dentally treats families/households as linked records — dedupe on email or phone.
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.