Managing Processed Batches in Automation

All automated batches for Recalls, Queries, Debtors and Appointments can be found in the Automation module.

Processed Batches shows all previously generated automation batches. By default, only incomplete batches are shown. 

1. Go to Location Management > Automation tab

2. Batches sub-tab

   1. Select Processed Batches
      
      

   2. Filter By

      1. Date/Time: The date and time the batch was processed

      2. Name: The category the batch is related to, for example Recalls or All for all categories

      3. Set: The Set the batch is related to, for example Standard Recalls or All for all Sets

      4. Type: The Type the batch is related to, for example 1st recall reminder or All for all Types
         

   3.  Processed batches requiring attention will appear on screen
      
      

      1. Status: A description of the automated batches status

      2. Total: The number of patients included in the batch

      3. Not Sent:

         1. The number of patients that were not successfully contacted

         2. If Resolve appears, click to view the patients and resolve the issue(s)
            
         3. Click Reprocess Batch to resend any SMS/E-mails not previously sent.

      4. Print Pending:

         1. The number of patients remaining in the batch to be printed on a Phone List / Label / Letter 
         2. If Resolve appears, click to view the Print Pending dialogue box
         3. Click Print Letters to preview the letter
            
         4. Click Print to print the letters

      5. Messages: A button will only appear in this column if the status is set to Incomplete, click the button to manually action

   4. Process
      
      

      1. Click Run Batch Now to process a batch. This applies only to empty batches or failed to run

      2. Click Delete Batch to delete a batch. This applies only to empty batches or failed to run

      3. Click Mark Batch as Complete once all patients have been resolved.

Resolve Incomplete Automation Batches

Managing Upcoming Batches in Automation

Managing Automated Batches for Closure Periods