- Go to "Reports" page
- Select the option for "Demographics Report"
- Select the following fields to be displayed: Patient First Name, Patient Last Name, DOB, and Cell Phone
- At the bottom of the page, select the date range for patients to be included in the report
- Click Search
- Once you are viewing the report, there is an option to export to Excel. Click this option
- Once in Excel, save the file as a .CSV file
Now, upload it to Klara following these steps.