1. Go to "Reports" page
  2. Select the option for "Demographics Report" 
  3. Select the following fields to be displayed: Patient First Name, Patient Last Name, DOB, and Cell Phone
  4. At the bottom of the page, select the date range for patients to be included in the report
  5. Click Search
  6. Once you are viewing the report, there is an option to export to Excel. Click this option
  7. Once in Excel, save the file as a .CSV file

Now, upload it to Klara following these steps

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