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tab32

Modern cloud-native dental practice management built for DSOs

dentalmedium~8 minCSVOfficial Docs ↗Last verified May 4, 2026

Take it with you

The full tab32 export guide as a PDF

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

Export Steps

1

Log In to tab32

Open your browser and navigate to app.tab32.com. Enter your administrator email and password and click "Sign In". tab32 is fully cloud-based — no desktop installation is required.

EHR Software
Home
Patients
Appointments
Clinical
Billing
Reports
Admin
Home
Patients
Schedule
Clinical
Billing
Reports
Settings
Admin

Tip:

You need Admin or Practice Manager access to export patient data from tab32. Dentist logins may have limited access to the Reports section.

2

Navigate to the Reports Section

In the top navigation bar or left sidebar, click "Reports". The tab32 reporting center will open.

EHR Software
Reports
Reports (navigation)
3

Open Patient Reports

In the Reports section, locate the "Patient" category. Click on "Patient List" or "Patient Report" to open the patient report configuration screen.

EHR Software
ReportsPatientPatient List
Dashboard
Patient
Appointment
Production
Insurance
Financial
Custom
Patient List / Patient Report
4

Set Filters for Full Patient Export

Configure the report: set Patient Status to "All" to include both active and inactive patients. Set the date range to "All Time" or leave it open. If your practice has multiple locations, you can filter by individual location or select "All Locations". Click "Run" or "Generate Report".

EHR Software
ReportsPatientPatient List
All Patients
All Time
All Locations
All Providers
Run Report

Tip:

tab32 is used by many DSO (Dental Service Organization) group practices with multiple locations. The "All Locations" setting gives you a consolidated export across all your practice sites.

5

Export to CSV

Once the report loads, find the "Export" button at the top of the results. Click it and select "Export to CSV". The file will download to your browser's default download folder.

EHR Software
ReportsPatientPatient List
First Name
Last Name
Date of Birth
Phone
Email
Status
Last Visit
Provider
Location
Export CSV

Tip:

tab32 is API-first — if you have technical staff, the tab32 API (api.tab32.com) can be used to pull patient data programmatically. For non-technical exports, the Reports UI is the easiest path.

6

Send to MedMasters

Upload the downloaded CSV 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.

Our Field
EHR Field
Notes
Status
First NameREQ
First Name
Available
Last NameREQ
Last Name
Available
PhoneREQ
Mobile Phone / Phone
Available
EmailREQ
Email Address
Available
Last Visit DateREQ
Last Visit Date
Available
Active / InactiveREQ
Patient Status
Available
Insurance vs Cash
Primary Insurance / Self Pay
Available
Visit Count
Total Visits / Appointment Count
Available

Known Quirks

⚠️

tab32 is designed primarily for DSO (group dental) practices — it handles multi-location exports well

⚠️

tab32 is an API-first platform, so developers can use the REST API to pull patient data if needed

Pro Tips

💡

tab32 is modern and cloud-native — the export is clean and all 8 required fields are usually available in a single report

💡

For DSO practices with many locations, use the "All Locations" filter for a consolidated export, or filter by location to pull sites individually

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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