1. Log into Practice Mate 
  2. Click into the Manage Patients section (should be a tab at the top of the application)
  3. Select Reports from the drop down menu, then choose the Patient List Export in CSV formatting option.
  4. The system requires a range for the data, so enter in A to Z to run the report for all patients
  5. Click the Go button. If there are too many patients for the report, you can try running multiple lists (example A to M and M to Z). 
  6. Once the list appears, click the Export button, and then save the file to your computer's desktop.
  7. Open the file and confirm that the headers align with the ones described here
  8. Save file as a CSV 


Now, upload it to Klara following
these steps

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