Connecting Dentrix to HoneyGrid enables two Grid Filters:
Customers: customer households in each hex
Market Share: Customers divided by total Households in each hex
How to Connect Dentrix to HoneyGrid
Estimated time: <5 minutes
In Dentrix Office Manager, click on Letters and Custom Lists and choose Misc..
Select Patient Report (by filters) and click the Edit button on the right
Configure all of these filters:
Gender: uncheck all
Position: uncheck all
Check the box next to each of these Data Fields:
Patient
Street Address
City
State
Zip
First Visit Date
Clear any existing filters and set the desired date range for First Visit Date
Click the OK button in the bottom right of the Letter or Custom List Setup window
Select the Patient Report (by filters) custom list you just edited
Uncheck the box that says Add to Journal when creating letters
Click the Open in Notepad button
In Notepad, click File and then choose Save as…
In the Save as... window, click on Desktop so you can easily find the saved file
Enter File name with the date range like this (customized for your date range)
2022-01-01 to 2023-12-31 [PRACTICE NAME] Address List.txtSave as type should be Text Documents (.txt)
Click Save
Open your Desktop folder to make sure you can find the saved .txt file
Close Notepad
Convert the file to CSV to match the HoneyGrid Address List Sample Format
Upload your file to HoneyGrid or request a secure sharing link for additional assistance.
Chat or email us if you have any issues.