Create a Custom Contact List for TopsDPX

Did you know that you can create custom contact lists for text Broadcasts and email campaigns? Here's how:

1.) Go to Matrix > Patients.

2.) Set your filters (For example, do you want to reach out to everyone in Active Treatment status? Want to send a special bulletin to all of your Monitor Development - Not Ready for Initial Tx patients?)

3.) Hit Search.

4.) In the first blank column, click on the up/down arrows and select Phone A.

5.) Click the Phone A heading to make all numbers come up to the top of the list.

6.) Click the icon in the upper right corner and select Export to spreadsheet... (You will need to enter your Tops Ortho password)

7.) You will be prompted to name your .txt file. Give it a memorable name and save it to your Desktop.

8.) Right-click on the .txt file on your Desktop and select Open With. Select Numbers or Excel.

9.) In Numbers, go to File > Export to > CSV and follow the prompts to save the file

10.) In Excel, go to File > Save As. In the File Format dropdown, select Comma Separated Values (.csv).  Save the file.

11.) You now have a .csv file that you can upload in DPX for a text Broadcast or Email Campaign!