1. Menu --> Reports
  2. Choose "Report Builder"
  3. Choose Report Type > Appointment
  4. Choose Display Columns 
  •  Appointment Date
  • Patient First Name
  •  Patient Last Name
  • Patient Date of Birth
  • Patient Mobile Phone Number

5. Choose & Set Filters

  • Appointment Date
  • Indicate your Fixed Date Range

6. Preview Report
7. Schedule Report

  • Name your report
  • Assign any category
  • Select Practice Report in Report Section
  • Set Recurrence for Weekly
  • Set Recurrence to be indefinite
  • Set Recurrence for every MTWRF, weekly
  • Select Recipient
  • Select CSV in Report Format
  • Show Filter Criteria in Report Options
  • Save and Schedule


Now, upload it to Klara following these steps


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