Create Interest Lists using Dentrix Mail Merge Feature

Dentrix Mail Merge feature allows you to generate lists of patients who meet specific criteria. Those lists can be easily imported into YAPI as Interest Lists to be used in your e-mail campaigns.

In this article we will show how to export the list of patients with remaining insurance benefits from Dentrix, import it into YAPI, and create end-of-year Use It or Lose It e-mail campaign.

Export Data from Dentrix

Open Dentrix Office Manager, click on Letters and select Misc in Letters Continue reading → Create Interest Lists using Dentrix Mail Merge Feature