Scheduler enables the automation of a range of events in EXACT, and is anticipated to become an increasingly powerful dental practice tool as EXACT software evolves to include business processes that drive dental practice performance.

Scheduler has been significantly upgraded with performance improvements from EXACT version 10.16.

Overview

Scheduler enables a dental practice to schedule a range of events, including reporting, exports, network backups, image compression, print jobs and batch invoice runs.

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For critical tasks such as Claims and Backups EXACT can be configured to warn users when the scheduled task has failed.

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(Example: Printable reports, EXACT v11.3, New Zealand)

Edit the columns for the displayed list of scheduled events

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• As dental practices ramp up their business performance by means of EXACT software such as Thrive, the scheduled reporting provides consistent, reliable measurements against which the business can plan, monitor and evaluate performance.
• Scheduler provides a means of automating reports so that a corporate with multiple dental practices has a stream of consistent, reliable business information from the practices.
• In large practices with multiple reports, the manual report generation process can be time-consuming. Scheduler provides a means of doing this automatically, whether during or after business hours.
• Dental practices have options of whether to print, export to file, or email the scheduled reports, which enables them to flexibly develop business strategies around reporting.
• Exported reports in .CSV format can be integrated in multiple ways with other software.
• Reports can be printed direct to PDF format, providing a consistent, formatted reading and print medium.
• Scheduler is simple to set up and use, so requires little training.
• Because the Scheduler from version 10.16 onwards is integrated with the Windows scheduler, EXACT users do not interrupt scheduled reporting when they log out or lock / unlock their computers, and it runs completely independently of the EXACT user's backup procedure.

Requirements

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• A functional printer is required for print options.
• A PDF viewer such as Adobe Reader software is required for any person wishing to read PDF-format reports.
• Exported .CSV format reports can be read and manipulated by a variety of software programs, but you may need to select a program that suits your planned handling of these files (for example, Microsoft Excel is particularly suitable for reading and manipulating CSV files)
• At least one practitioner must be logged in while scheduled events are processed on a non-server computer.

  Users who create scheduled events in the Schedule Event Setup Wizard need to be aware of this when specifying a computer to process a scheduled event:

  

  
  

  For example, if a practitioner has Scheduled an Event to print on Any computer, and then attempts to log out, they get this warning:
  
  "EXACT has pending workstation scheduled events. Please ensure one EXACT workstation is left logged on in order to action these".
  

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TIP: The reporting options are complex and potentially powerful. Your practice may benefit from a consultant who can help you plan a business strategy.

Using

See: Scheduler

Opening Scheduler

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Running Action Now on a scheduled report does not apply the scheduled report parameters for today's date, unless the report schedule actually specifies today as a run date.

EXACT sees a Scheduled Report as an inflexible dated task list.

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So when you run Action Now on a scheduled report, EXACT runs the next report in the schedule and then considers that task to have been completed in the schedule.

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Today is 10th January.

If I Action Now, EXACT runs Report A for 25th January, even though today is 10th January.

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If scheduled events could not be run automatically by EXACT (for example, because the system was shut down), then when a user re-logs in, a Missed Scheduled Events window becomes active:

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If the event can be run from any computer, leave the default as Any computer.
In this case, ensure that any computer is turned on and logged into EXACT at the scheduled time. Such an event may be best during normal business hours when practitioners are logged in.

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If the event can only be run from this current computer (such as compressing images stored on this computer's hard drive), select This computer.
In this case, ensure that this computer is turned on and logged into EXACT at the scheduled time. Such an event may be best during normal business hours when a practitioner is logged in.

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If the event can only be run from the server, or at a time when no practitioners will be logged in, choose The server.
Only from the server can EXACT run scheduled events without having at least one practitioner logged in.

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For example, if a practitioner has Scheduled an Event to print on Any computer, and then attempts to log out, they see this warning:

"EXACT has pending workstation scheduled events. Please ensure one EXACT workstation is left logged on in order to action these".

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