Create Automation Batches Per Location

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Automation batches can be separated by Location. This is useful when running multiple Locations from the one database.

  1. Click the navigation menu > Management > Automation page

  2. Select Appointments, Recalls or Queries tab

    1. In the Set / Type sub-tab, select the Location from the drop list
    2. The setting is available in the Appointments, Recalls and Queries pages
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Preview upcoming batches

  1. Click the navigation menu > Management > Automation page > Batches tab

    1. Click Upcoming Batches radio button

    2. A separate batch can now be created for each Location

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