1.) Press the New button.

2.) In the details section, select a Schedule Type from the dropdown menu. Depending on the selection made here, a 'Day of Month', Specific Date', or 'Day of Week' selection must be specified as well. This is the frequency at which, the task will run.

3.) Select the Task Type. Currently, the only option is 'Report'.

4.) Select the Scheduled Item from the dropdown menu. This is a list of reports that have the checkbox option of 'Schedulable' enabled.

To enable this option:

a.) Under the Administration menu, go to Preferences, and then Report Preferences.

b.) Find and select the desired report. Click edit.

c.) Check the box to the left of 'Schedulable'.

d.) Click save.

5.) Select an Output Type from the dropdown menu. The two options available are 'Linked Document' and 'SMTP Email'.

• Linked Document will link the report as a PDF to the Document Manager under the 'Clinic' association type.

• SMTP Email will send an email with a password-protected PDF attachment of the report. The email is sent from the Support@methasoft.com email address.  

6.) Enter the time that the task will run in the 'Time to Run' field. Times entered here are in the AM/PM format.

7.) Click on the Configure Output button. Depending on the Output type selected, either the 'Linked Document' or 'SMTP Email' dialog box will appear.

a.) In the Linked Document dialog window:

i.) Select a 'Clinic' level document type and subtype. *See the Document Subtype topic for more information on creating document types/subtypes.

ii.) (Optional) Choose to mark the document as secure or expirable by checking the boxes at the top of the window.

iii.) (Optional) Set an 'Expires On' date and enter a document description.

iv.) Click on save. This will apply the selections and close the dialog box.

  b.) In the SMTP Email dialog window:

i.) Choose an email type from the dropdown menu to filter the list of available valid email addresses.

ii.) Select the email address from the 'Valid Email Addresses' list on the left. Using the 'move' buttons in the middle of the screen, move the selected email address into the 'Selected Addresses' list on the right.*See procedure sections below for entering email addresses for users, patients, and approved external users.

iii.) Enter a password into the 'Attachment Password' textbox. This is a required field and is needed to open the PDF in the email.

iv.) Click on save. This will apply the selections and close the dialog box.

8.) Click on the Parameters button. This will open the 'Default Parameters' dialog window. This screen has three, report specific, search criteria fields. Add new parameters to have the report display the desired data. Most common parameters to set are 'From Date' and 'To Date'.

a.) On the Default Parameters window, Click on New.

i.) The 'Column' dropdown menu will list report specific parameters that can be used to isolate the data displayed in the report.

ii.) The 'Condition' dropdown menu list options to further filter the selected column item. Typically, only the option 'Is Equal To' will be available.

iii.) The 'Value' field option will be dependent on the selection made from the 'Column' menu. This will either be a dropdown menu or a textbox field.

iv.) Click on Save. Repeat these steps to apply more report search parameters.

iv.) After making all desired report parameter selections. Click save and close. This will apply all parameter selections to the Selected Item report and close the Default Parameters window.

9.) After all output configurations have been saved and default selected item report parameters have been applied, click save.

1.) Under the Task Scheduling sub-menu, within the Administration menu, click on the item 'Approved External Emails'. This will open the 'Approved External Emails' application window.

2.) From this pop-up window, click New.

3.) Enter an email address into the Email Address field.

4.) Enter an owner name or description to associate with the email address into the 'Owner' field.

5.) Press the Save button.

6.) Click on close to close the pop-up window.

To Edit an Approved External Email address

1.) Select the email address record that needs to be edited from the grid.

2.) Click on edit.

3.) Make desired changes to the email address or owner name.

4.) Click Save to apply the changes.

5.) Click on close to close the pop-up window.

To Delete an Approved External Email address

1.) Select the email address record that needs to be deleted from the grid.

2.) Click on Delete.

3.) A 'Please Confirm Delete' dialog box will appear. If you are sure you want to delete this email record, click Yes.

4.) Click on close to close the pop-up window.

To Assign an Email Address to a Patient

1.) Select the patient from the patient selection dropdown menu.

2.) Open the Patient Profile screen, found under the Patient menu.

3.) Click on the button. This will pop-up the 'Additional Patient Information' application window.

4.) Enter the patients email address into the 'Primary Email' field.

5.) Press the Save button.

6.) Click on close to close the pop-up window.

To Assign an Email Address to a User (Employee)

1.) Select the Employee Profile menu item, under the Administration menu.

2.) Select the user from the grid.

3.) Click on Edit.

4.) Enter the users email address into the 'Email' field.

5.) Press the Save button.

1.) Select the scheduled task record to be edited in the grid.

2.) Press the Edit button.

3.) Make changes as needed to the details of the task.

4.) Press the Save button.

1.) Select the scheduled task record to be deleted in the grid.

2.) Press the Delete button.  A 'Please Confirm Delete' dialog message will appear, confirming you are sure you want to delete the selected record.

3.) Press the Yes button to permanently delete the record, or No to cancel.