Noble Community Clinics

Departing Provider/Transition Provider Letter/MyChart Process

NOTE: Open a Support Ticket with EHR to have the SA177 Provider Transition Letter updated for both English and Spanish version. MUST provide to them in a word document.

Site Manager/Staff member who is processing the letters:

MyAnalytics/RWB: Run Report “SA177 Patient List-(Enter Provider to Run as User) publish”

• Go to MyAnalytics (ELLA: Run a reporting workbench report)
  1. Edit Parameters on Report
     • Update Run as User to the clinician you are looking for
     • Update the Appointment Count section with the provider you are looking for
     • Update Date Range in both sections if not using MB-18 to T

• Bulk Communication:
• 
  1. Filter List for Language:
     • Filter to all languages but Spanish and select Accept

1. Select All
2. Select Communication
   • Select Generate Letters
     • Select SA177 PROVIDER TRANSITION-NEW PROVIDER LETTER SPANISH in the letter template box  
   • Select Generate Letters

• Go back to Filters
  1. Select Language
     • Remove all languages and select Spanish then Accept

1. Select All
2. Select Communication
   • Select Generate Letters
     • Select SA177 PROVIDER TRANSITION-NEW PROVIDER LETTER in the letter template box  
   • Select Generate Letters

You have now processed the tasks. Collect the letters in the morning and process. Bulk Letter Processing starts at OCHIN starts at 3 am PDT (1 am CST) 

Destination of the Letters is based on the Department you are logged into: