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

Now, upload it to Klara following these steps

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