- Click on "Reporting" from the Module options on the right side.
- Choose "Patient Analysis Reports"
- Multiple options, click on “Patient Change Report” (does not include email)
- Bottom of the screen see option to export data as XLS file
- Click on "scheduling report"
- Choose "Appointment Detail Report"
- Report Preferences: Choose "detailed report appointments"
- Select date range if needed
- Export to Excel
Now, upload it to Klara following these steps.