1. Click on the Reports at the top of the screen
  2. Select “Patient Listings” 
  3. Choose Demographic LIsting Data - this will launch a new window
  4. Under the section header “Print Type” -- choose LEGAL landscape
  5. Check off the box that says “Export on Run” 
  6. Click on the drop down menu below this, and select Excel
  7. Click RUN 
  8. Open this file in excel
  9. Delete the first two rows of the report (So that the column labels - i.e “phone number” - are the first row of the sheet) 
  10. Split Patient name into first and last name (Instructions
  11. NOTE: if your report has multiple phone number fields, be sure that you find the one containing cell phone and label it “Cell Phone” -- remove the rest. 


Now, upload it to Klara following these steps

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