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Managing Automated Batches for Closure Periods

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In this article you will find the following:

    Automated batches must be set for closure periods such as Christmas holidays. It is best to send out communication while the practice is still open in case patients wish to discuss further. 

    1. Go to Location Management > Automation tab >

    2. Batches sub-tab

      1. Select Upcoming Batches 

      2. Filter By

        1. Date: Select the future period to view batches for

        2. Name: Select the automated procedure(s)

        3. Set: Select the automated set

        4. Type: Select the automated type

        5. Select the batch from the list

        6. Click Run Batch Now
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          1. Verify (Yes) or Deny (No) the details of the batch before sending
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    Once the batch has been processed, it will be removed from the Upcoming Batches list. 

     

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