- Click on the MEDIDATA folder on your Medisoft server.
- Open the folder corresponding to your Medisoft account (usually the provider/practice name).
- Click on the file named MWPAT.adt -- (Note: there are two files with this name, but only one will have the adt file extention)
- Right click on the MWPAT.adt file, and select Copy. Do not select Cut or Delete this file, as it contains all patient information for your Medisoft account.
- Go to your Desktop. Right click, and select Paste. This will save the copied file to your Desktop so that you can easily locate it.
- Open this file in excel, and ensure the column headers are labeled with one of the many options listed here.
Now, upload it to Klara following these steps.