1. Click on the MEDIDATA folder on your Medisoft server.
  2. Open the folder corresponding to your Medisoft account (usually the provider/practice name).
  3. Click on the file named MWPAT.adt  -- (Note: there are two files with this name, but only one will have the adt file extention)
  4. Right click on the MWPAT.adt file, and select Copy. Do not select Cut or Delete this file, as it contains all patient information for your Medisoft account.
  5. Go to your Desktop. Right click, and select Paste. This will save the copied file to your Desktop so that you can easily locate it.
  6. Open this file in excel, and ensure the column headers are labeled with one of the many options listed here


Now, upload it to Klara following these steps

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