Automation 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

  2. Go to Recalls tab

  3. Go to Set/Type sub-tab

  4. Location: Batch for each Location
    mceclip0.pngWhen 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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