Automated Recalls: Managing processed batches for Multi-Location

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When creating Recall Automation batches, the batch can be created separately for each location.

This applies to Multi-Location databases.

  1. Click the navigation menu > Management > Automation page

    1. Recalls tab
    2. Select the Recall Set (e.g. Automated Recalls)
    3. Go to Set / Type sub-tab
    4. Select Batch for each Location from Location drop list


      When the batches are run, a separate batch will be created for each location

      The location of the patient is determined by the Patient's Main Provider

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