MedMasters
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Easy Dental

Henry Schein One product for smaller dental practices

dentalmedium~15 minCSVOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full Easy Dental export guide as a PDF

Print it. Share it with your office manager. Keep it for the next time. Free.

Export Steps

1

Open Easy Dental on the Server Workstation

Easy Dental runs on a local Windows server with workstation clients. Sign in as administrator on a workstation.

2

Open the Patient List Manager

From the Easy Dental main menu, choose Reports → Patient List Manager. Set Status = All, Date Range = All Time.

EHR Software
ReportsPatient List Manager
3

Configure and Export

Choose columns: First Name, Last Name, Phone, Email, Last Visit, Insurance. Click "Export" and select CSV. Save to the export folder.

Note:

Easy Dental CSV exports may not include a header row — confirm in Excel and add one if missing.

4

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.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Cell Phone
Available
EmailREQ
Email
Available
Last Visit DateREQ
Last Visit
Available
Active / InactiveREQ
Patient Status
Available
Insurance vs Cash
Primary Insurance
Available
Visit Count
Visit Count
Available

Known Quirks

⚠️

CSV export does not always include a header row — verify and add headers manually if needed.

⚠️

Easy Dental is the smaller-practice sibling of Dentrix; field names overlap but reports differ.

⚠️

Local-server install — must be run from a workstation on the practice network.

Pro Tips

💡

Easy Dental's "Continuing Care" report is purpose-built for recall/reactivation — use it directly.

💡

Save the Patient List Manager configuration as a custom report for monthly reruns.

Got your export? Now what?

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

View Playbook

Want this turned into bookings?

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