- Click the Home button at the top of the screen.
- Click the Reports icon.
- Select Lists, then Patient List.
- Change the report type option to Standard, then click the Preview button.
- The system will display your patients in a PDF document. Save a copy of this document to your computer's desktop.
- Open the file, and save as a .XLS to open in Excel
- In Excel, confirm the the column headers align with the ones described here.
- Save as a CSV
Now, upload it to Klara following these steps.