Option 1:

  1. Click on "Reporting" from the Module options on the right side. 
  2. Choose "Patient Analysis Reports"
  3. Multiple options, click on “Patient Change Report” (does not include email) 
  4. Bottom of the screen see option to export data as XLS file

Option 2: 

  1. Click on "scheduling report"
  2. Choose "Appointment Detail Report"
  3. Report Preferences: Choose "detailed report appointments"
  4. Select date range if needed
  5. Export to Excel 


Now, upload it to Klara following these steps

 

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