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Connect Open Dental

Add Customers and Market Share Grid Filters to HoneyGrid

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Written by HoneyGrid Support
Updated over 9 months ago

Connecting Open Dental to HoneyGrid enables two Grid Filters:

  • Customers: customer households in each hex

  • Market Share: Customers divided by total Households in each hex

You can also include additional data like Production or Collections. Check out this guide to Connect Address Lists for complete instructions.

How to Connect Open Dental to HoneyGrid

Estimated time: <5 minutes

  1. In Open Dental, go to Reports > User Query

  2. IMPORTANT Set Format to Raw

  1. Type SELECT * FROM patient in the large white box

  2. Click Submit Query

  3. Click Export in the bottom right

  4. Enter a filename using this format: [DATE] [PRACTICE NAME] Patient List
    Example: 2023-12-31 Smiley Dental Patient List

  5. Click Save
    โ€‹Pro tip: Make sure to save the file in an easy place to find like your Desktop

  6. Convert the file to CSV and remove any PII or other unnecessary columns match the HoneyGrid Address List Sample Format

  7. Upload your file to HoneyGrid or request a secure sharing link for additional assistance.

Chat or email us if you have any issues.

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