Dental Recalls - D4W PMS Export Guide

This article explains how to export a phone list from a recall batch in D4W as a CSV file. Use these steps to generate the export and save the patient data for follow-up or reporting.

D4W (Dental4Windows)

• Step 1: Create a recall batch under the Debtors and Marketing screen.
• Step 2: Under Print / Send, select Phone List (A4 size), then select Print. 

• Step 3: Select Export.
  • Note: Although this screen doesn’t show all the fields available, the export will contain everything available for that patient.

• Step 4: Set File type to CSV, then click Save.