The following steps allow authorized users to create one or more files of non-PG patients using the previously created output file. These will later be uploaded to the LMR and used to print reminder letters for non-PG patients.
1. Open the optional Excel file created in Uploading Institution-Level Lists and Creating Reminders for PG Patients.
2. Sort the output file by Template Name to identify all the Non-PG patients.
3. Cut and paste the first 20,000 patient records into a separate spreadsheet. (This is recommended due to limitations in the LMR upload process.) If the file contains no more than 20,000 patient records, all records can be included.
4. Delete all columns and data elements except for the EMPI data element.
5. Click Save As and select the Other Formats option at the bottom of the list. The application prompts you to type a name for your report and select a save location.
6. Navigate to \\Phsnetapp4\lmrmdr$, and type a name for your report. Use the Save as type drop-down list to select Text (Tab delimited).
Note: Only authorized users can save files to the \\Phsnetapp4\lmrmdr$ share directory.
7. Click Save.
8. If the output file contained more than 20,000 patients, repeat as needed.
Uploading Provider Panel Reports (Non-PG) for Institutional Lists