- Log in and click on the System Section Icon, then click Patient Export in between User Profile and Diagnostics
- Click Retrieve Options
- Add everything from ‘Available Fields’ to ‘Fields To Export’, then click Run Export.
- This will bring up a standard ‘Save File’ dialog, save the file to desktop (patients.txt)
- Open this file and save as .XLS - Open in Excel.
- Confirm that the column headers align with the ones described here.
- Save as a CSV
Now, upload it to Klara following these steps.