SoftPath 4.2 to 4.3 Print Scheduler Presented by James Marino

Agenda Style Differences What the fields do Strategies New Fields Established Fields Strategies

How to Get There Setup > Scheduler

The New Look The Scheduler is now broken down into different categories.

What is Inside? Opening a category will reveal the different runs defined there. Click the arrow next to the name to open the routine.

Jobs vs Routines The overall style has changed completely

Opening the Schedule field will allow you to set dates and times. Day of the month can now be set.

Times are now set on a 12 hour clock instead of military time. Intervals can be set as shown below.

Billing reports are also styled like result reports

The HIS Post Hold Release job can no longer be set and is no longer needed.

New Fields Days range by – Lets you choose if cases will qualify by ordered date or sign out date. Days back from – Replaced the Ordered/Signed Out # of Days ago. This is how far back you want the run to look (i.e. 60 days ago) Days back to – Works with days back from. This is how close to today you want it to look (i.e. 0 days).

New Fields (cont.) Site ID – Allows you to define a site you want reports to print for. Schedule – Set the days and times the job will print.

Previously Established Fields Name – Double click to change, hit enter to accept Active – Determines if the run will execute or not. System – Print from Main or Aux. Priority – Qualifies cases by source priority.

Print – Allows you to pick if you want to print unsigned, signed out, or batch print cases. Pathologist ID – Cases qualified will be assigned to the specified Pathologist. Report Type – Final, Revised, Preliminary, Supplemental, Supplemental All Collated (do not use).

Source ID – Will print cases only with the selected source(s). Requesting Dr. ID – Only cases with the selected Requesting Doctor(s) will qualify. Clinic ID – Only cases with the selected Clinic(s) will qualify. Case Prefix – Only cases with the specified Accession Sequence will print.

Case Type – Surgical, Autopsy, Gyn Cytology, Med Cytology, All. Status – All Pending, Print Pending One Copy Per Case, Reprint Printed, All for Case, One Per Case. Printer – Defines where the reports will print.

Patient Type – Will only pull patients of a certain type (i. e Patient Type – Will only pull patients of a certain type (i.e. inpatient). Report Sorting – By Doctor ID or by Clinic ID. ASCII HIS Report – Sends Reports to HIS as a print job. Flag – Flags or leaves reports as pending.

Accession Group – Qualifies only cases with accession sequences belonging to the group. Sort Criteria – Determines how cases will sort under the Report Sorting option. Abnormal – Prints only abnormal cases. Stay Status – Discharged, not discharged, etc…

Printing Strategies Result Reporting Handling Supplemental Reports Printing to Clinics and Doctors Generating Billing Copies Generating copies for Medical Records Handling Supplemental Reports

Result Reporting Doctor and clinic runs should be setup with volume in mind Aim for no more than 100 reports per run Print to clinics first and then flag reports on a second run to the doctors A 5-10 minute window between the runs si necessary

Printing to Clinics Use Print Pending – One Per Case Do not Flag this run Set sorting by Clinic ID (not Clinic Area) Schedule 5-10 minutes ahead of your doctor runs Utilize Batch Print as needed

Doctor Copies Use All Pending Flag reports printed during this run Sort by Doctor ID Use the Batch Print option to utilize auto-faxing

Billing and Med Rec Copies Generate two runs at night Use One Copy Per Case Status signed out (instead of Batch Print) Define the desired printer Set the sign out look back for 0 days

Supplemental Reports Issuing a Supplemental Report leaves the case status as signed out Create a run with a look back range broad enough to find the original Final/most recent Revised Report

Questions? James Marino jamesm@softcomputer.com 727-789-0100 ext 4535