This guide covers exporting patient lists from Eaglesoft for direct mail campaigns.
What's covered here: Eaglesoft-specific navigation, Patient Master reports, and Recall Wizard.
For shared information, see the hub article:
Eaglesoft version: This guide applies to Eaglesoft 22.x, 23.x, 24.x, and 25.x. There is no cloud version of Eaglesoft.
Version Compatibility Matrix#
Eaglesoft Version | Patient Master Export | Recall Wizard | Right-Click Export | Notes |
|---|---|---|---|---|
18.x and earlier | Basic | Yes | Limited | Upgrade recommended |
19.x-21.x | Full | Yes | Yes | Stable releases |
22.x | Full | Yes | Yes | Current supported |
23.x | Full | Yes | Yes | Current supported |
24.x | Full | Yes | Yes | Current supported |
25.x | Full | Yes | Yes | Latest release |
Note: Eaglesoft is desktop-only software. Patterson has not released a cloud version.
Finding the Export Function in Eaglesoft#
Primary method (Patient Master):
<!-- SCREENSHOT: Eaglesoft Reports menu with Patient tab highlighted -->
unknown nodeAlternative methods:
Recall Wizard: Activities → Recall Wizard (for recall campaigns specifically)
Money Finder: Activities → Practice Management → Money Finder (unscheduled treatment)
Eaglesoft's right-click export is one of the most intuitive among dental software—no conversion step needed.
Exporting Patient Lists Step-by-Step#
Step 1: Open Reports#
From the main Eaglesoft menu, navigate to Reports.
Step 2: Select Patient Master#
Click the Patient tab, then select Patient Master.
Step 3: Configure Filters#
<!-- SCREENSHOT: Eaglesoft Patient Master filter dialog -->
In the Patient Master dialog, set filters:
Filter | Setting |
|---|---|
Marked As | Patient (or Responsible Party for household mailings) |
Status | Active |
Last Visit Date | Set range for reactivation campaigns |
Receive Recalls | Check to include only patients who opted in |
Step 4: Process Report#
Click Process to generate the report based on your filters.
Step 5: Preview Report#
Click Preview Report to see results before exporting.
Step 6: Export Data#
<!-- SCREENSHOT: Eaglesoft right-click menu showing "Save Data As" option -->
Right-click anywhere on the report preview
Select "Save Data As"
Choose .csv or .xls format
Select save location
Click Save
Note: The exported file contains more columns than displayed in the preview—all available patient data fields are included.
Recall Wizard for Recall Campaigns#
For recall-specific exports, the Recall Wizard offers targeted filtering:
unknown nodeFilter options:
Recall type (Prophy, Perio, etc.)
Due date range
"Receive Recalls" preference
Exclude patients with scheduled preventive appointments
Provider filter
Export process:
Configure filters
Click Generate List
Right-click → Save Data As → CSV
Advantage: Recall Wizard automatically filters to patients due for appointments, saving manual filter configuration.
Available Export Fields#
Field Name | Description |
|---|---|
First Name | Given name |
Last Name | Surname |
Full Name | Combined name |
Address Line 1 | Street address |
Address Line 2 | Apt/Suite |
City | City |
State | State abbreviation |
ZIP Code | Postal code |
Home Phone, Work Phone, Cell Phone | Contact numbers |
Email address | |
Patient ID | Internal ID |
DOB | Date of birth |
First Visit Date | First appointment |
Last Visit Date | Most recent visit |
Recall Date | Next recall due |
Account Balance | Outstanding balance |
Insurance Status | Insurance info |
Common Eaglesoft Export Issues#
Excel Protected View Blocks File#
Problem: Exported file won't open or shows security warning.
Solution: In Excel, go to File → Options → Trust Center → Trust Center Settings → Protected View. Disable "Enable Protected View for files from the Internet."
CSV Opens in Single Column#
Problem: All data appears in one column when opening CSV.
Solution: Use Excel's Text Import Wizard instead of double-clicking:
Open Excel
File → Import → CSV
Select "Delimited" and comma separator
ZIP Codes Missing Leading Zeros#
Problem: Northeast ZIP codes show as 4 digits (1234 instead of 01234).
Solution: Before opening CSV in Excel, set ZIP column to Text format via Text Import Wizard. See ZIP code formatting fix for detailed steps.
"Receive Recalls" Not Filtering#
Problem: Export includes patients who opted out.
Solution: In patient Preferences, verify the "Receive Recalls" checkbox is properly maintained. Run a report to identify patients without preference set.
Report Takes Too Long to Generate#
Problem: Processing hangs or takes excessive time.
Solution: Add more restrictive date filters. Instead of "all time," limit to the last 2-3 years of patient activity.
Frequently Asked Questions#
What permissions do I need for exports?
You need access to the Reports security zone. Contact your Eaglesoft administrator if export options are unavailable.
Can I filter by responsible party for household mailings?
Yes. In the "Marked As" dropdown, select "Responsible Party" instead of "Patient" to get one record per household.
How do I export only patients without scheduled appointments?
Use the Recall Wizard and check the option to exclude patients with scheduled preventive appointments.
Can I save report configurations?
Yes. After setting filters, you can save the report configuration for reuse. This speeds up monthly exports.
Is there an Eaglesoft cloud version?
No. Eaglesoft is desktop-only software. There is no cloud or web-based version currently available from Patterson.
Upload to Postmarkr#
Your Eaglesoft export is ready for direct mail.
Before uploading, review:
Ready to send? Upload to Postmarkr →
<!-- VIDEO: Eaglesoft export walkthrough from Patient Master to CSV file -->
Related Guides#
Sources#
Patterson Support Portal: pattersonsupport.custhelp.com
Patterson Support: 800-475-5036
FAQ #11259: Exporting Patient Demographics
FAQ #20679: Export Patient Master List
This article is for informational purposes only. Marketing strategies should comply with state dental board regulations and HIPAA requirements. Consult with your compliance officer for guidance specific to your practice.