Create a Custom Contact List for TopsDPX

Do you need help creating a custom contact lists for Broadcast texts or email campaigns!  Read below for steps on our suggestions!

Generate and Export your Recipient List within Tops

The example below is using the Patient Matrix pulling a phone list for a Broadcast Text.

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. Click Search.

4. In the first blank column, click the arrows and select Phone A.
5. Click the Phone A heading to filter the numbers to the top of the list.

6. Click the upload icon in the upper right corner and select Export to spreadsheet. Note: 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.

Open your txt file within Numbers or Excel

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

Format your Spreadsheet

The spreadsheet created must be modified to reflect only the required columns and column headers to load properly to TopsDPX.

The following steps details how to modify your spreadsheet using the Numbers spreadsheet application.

1. When the spreadsheet opens, click to select the first column that contains the Chart ID; right-click, and choose Delete Column
2. Repeat the step above to delete the additional three blank columns that appear after the Phone Number with the Patient list. If using Matrix>Accounts, delete all columns except for the Account Holder name and Phone 1 columns.

3. Rename your headers to reflect the requirement of TopsDPX.  

   

4. Your spreadsheet headers should look like this below depending on how the recipient name exported and whether sending a broadcast text or an email campaign.

Export your Spreadsheet to a CSV file

If you are using Numbers, follow the instructions for your selection but we do recommend following the steps below even if you are using Excel:

1. In Numbers, go to File > Export to > CSV and follow the prompts to save the file.
2. In Excel, go to File > Save As. In the File Format dropdown, select Comma Separated Values (.csv).  Save the file.

Check the box to Include Table Name and click the Save… button

• Confirm the filename and where it will be saving to (i.e. Desktop) and click the Export button
• Your file is now ready for Drag and Drop when you click to Upload  a Contact List for the Tops DPX Broadcast feature.

How to Handle More than 500 Contacts