Dentrix Ascend
Cloud version of Dentrix from Henry Schein One
Export Steps
Sign in to Dentrix Ascend
Open your Dentrix Ascend URL in a desktop browser. You need Practice Admin or Office Manager role to access patient list reports.
Open Reports → Power Reporting
Click "Reports" → "Power Reporting". Choose "Patient List" as the report type. Set filters: Status = All, Date Range = All Time.
Configure and Run
Add columns: First Name, Last Name, Mobile Phone, Email, Last Visit, Status, Insurance, Total Visits. Click "Run Report".
Tip:
Save the column configuration as a custom template for monthly re-runs.
Export to CSV
Click "Export" → CSV or Excel. Save to a secure location.
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
Cloud version of legacy Dentrix — UI and field names differ. Don't follow Dentrix (desktop) instructions.
Power Reporting is on the Standard and Premium tiers; basic accounts have limited reporting.
Pro Tips
Set up Power Reporting templates at the practice level so all locations share them.
Filter by Recall Type for targeted reactivation segments (cleaning, exam, etc.).
Got your export? Now what?
The Storage & Handoff Playbook covers verifying, securing, and using the data for compliance, migration, or analytics.