DentiMax
Flexible cloud and on-premise dental practice management
Export Steps
Log In to DentiMax
If you are using DentiMax Cloud, open your browser and navigate to your practice's DentiMax URL. If you are using DentiMax on-premise (installed on your server), open the DentiMax application from your desktop or the Start Menu. Log in with your administrator username and password.
Tip:
You need an account with Report Access permissions to export patient data. If you do not see the Reports menu, contact your DentiMax administrator.
Navigate to the Reports Section
In the top navigation bar or left sidebar, click "Reports". The DentiMax reports center will open with categorized report types.
Select Patient Report
In the Reports section, look for the "Patient" or "Patient Management" category. Click it, then select "Patient Report" or "Patient List" from the available options.
Apply Filters
In the Patient Report configuration screen, set the following filters: Patient Status = "All" (to include both active and inactive patients); Date Range = All Time (do not restrict by date); Provider = All Providers. Click "Run Report" or "Generate" to load the results.
Tip:
Always select "All Patients" for status — inactive patients are MedMasters' primary reactivation targets. A status filter of "Active Only" will omit them.
Export to CSV or Excel
Once the report loads with results, look for an "Export" button at the top of the results table. Click it and choose "Export to CSV" or "Export to Excel (.xlsx)". The file will download to your computer.
Send to MedMasters
Upload the downloaded file using the secure MedMasters upload link provided by your account manager.
Note:
Do not email patient data. Always use the secure MedMasters upload portal.
Field Availability
Which MedMasters data fields are available in this EHR export.
Known Quirks
DentiMax is available as both a cloud-hosted version and an on-premise installed version — the export process is the same for both
DentiMax Cloud users access via browser; on-premise users open the desktop application — same menu structure in both cases
Pro Tips
DentiMax's patient report includes all 8 required MedMasters fields in a single export
If you have multiple practice locations, use the Location filter to pull all locations at once or filter by individual location
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.