1. Click on "Reports" on the top bar.
  2. Click on Reference Codes Listing (Need user access for this report category)
  3. Click on Patient Report (Need user access for this report type)
  4. Under report type, select "Detail"
  5. Click on "Accept"
  6. Click on the File menu at the top left of the screen, and choose "Save Rows As"
  7. Save the file as "CSV with Headers"
  8. This will generate a CSV file that can be uploaded to Klara -- you can do this by following these steps

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