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View Completed Batches in Automation

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Centaur Training

In this article you will find the following:

    By default, only batches that incomplete, errors or warnings are displayed.

    If any completed batches need to be viewed, these can be displayed.

    1. Go to Location Management > Automation tab > Batches sub-tab

    2. Untick Show only records that are Incomplete, Errors or Warnings
      mceclip0.png

    3. All batches are displayedmceclip1.png

    4. Batches can be filtered under Filter By

      1. Location: Select Location to view batches for a particular location (if applicable) 
      2. Date: Select date range to view
      3. Name: Select Batch reminder e.g. Appointments
      4. Set: Select Set to view
      5. Type: Select Type to view                                                                                                                   

    5. Click mceclip2.png to view patients in the batch
      mceclip3.png

    Managing Processed Batches in Automation

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