1. Click Reports 
  2. Click Patients
  3. Click Patient Demographic Export (user might not see if they do not have the right privileges, Admin Access is needed)
  4. Make sure the date states “As of Today”
  5. Click Export to Excel 
  6. Open File in Microsoft Excel 
  7. Click File ‘Save as’
  8. Save as a .CSV file

Now, upload it to Klara following these steps

Did this answer your question?