- Click the Database Utilities option from the top toolbar, then select View Records.
- Using the drop down menu at the top of the window, select the PatientMasterlist.
- Click Export ** Note: You must have Excel installed on your computer - You can only export to Excel.
- 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).
- Once the export has completed, it will open the Excel spreadsheet for you.
- Save this to your computer's desktop.
- Open the file, and confirm the column headers align with the ones described here.
- Save this file as a CSV
Now, upload it to Klara following these steps.