1. Click the Home button at the top of the screen.
  2. Click the Reports icon.
  3. Select Lists, then Patient List.
  4. Change the report type option to Standard, then click the Preview button.
  5. The system will display your patients in a PDF document. Save a copy of this document to your computer's desktop.
  6. Open the file, and save as a .XLS to open in Excel
  7. In Excel, confirm the the column headers align with the ones described here
  8. Save as a CSV

Now, upload it to Klara following these steps

Did this answer your question?