In your dental practice, there are certain reports you should generate and tasks that you should complete on a daily, weekly, monthly, or yearly basis. With the Reports and Tasks Scheduler, you can set certain tasks and reports to run automatically based on a schedule you devise. Best of all, you don’t have to close Dentrix for this to happen.
Take the time now, when you aren’t seeing patients, to determine which reports you want to generate, and the frequency in which you want to generate them.
- Create or edit a Scheduled Tasks Queue. Open the Reports and Tasks Scheduler from either the toolbar menu in the Ledger or from the Office Manager by selecting Maintenance > Task Scheduler (Month End). On the right side of the window there are several default queues including Daily, Monthly, and Yearly queues. Click Edit for each queue to set the recurrence frequency, and then click OK. If needed, scroll to the bottom of the queue list and click Create New Queue.
- Review available tasks, determine settings, and assign to a queue. On the left side of the Reports and Tasks Scheduler are tasks that you can assign to different queues, and/or generate at any time. Right-click a task and choose to either Run Now, or Add to Queue. Then set the filters to be used for the tasks, and click OK.