1. Click reports
  2. Report Name 
  3. Type: Patient Demographic 
  4. Report: Patient 
  5. Report Scheduler
  6. Select weekly
  7. Choose recipient 
  8. Select the time period (bottom of page) -- Put in dates
  9. Then click “View Report” 
  10. Open in Excel, to Split Patient name into first and last name (Instructions


Now, upload it to Klara following these steps

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