1. Click the Database Utilities option from the top toolbar, then select View Records.
  2. Using the drop down menu at the top of the window, select the PatientMasterlist.
  3. Click Export ** Note: You must have Excel installed on your computer - You can only export to Excel. 
  4. A status bar will appear in the bottom of the report window. Please note that this process can take some time (about half an hour in some cases).
  5. Once the export has completed, it will open the Excel spreadsheet for you. 
  6. Save this to your computer's desktop. 
  7. Open the file, and confirm the column headers align with the ones described here
  8. Save this file as a CSV

Now, upload it to Klara following
these steps

Did this answer your question?