• Click: Reports
  • Click: Scheduling 
  • Click: Appointments 
  • Select the Dates for the scheduled patients to import (i.e., last two weeks)
  • Check the boxes associated with the following criteria: 
  • > Name
  • > Date of Birth
  • > Email
  • > Cell Phone 
  • Click Generate Report
  • Save as .CSV file


Now, upload it to Klara following these steps.

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