1. SoftPath 4.2 to 4.3 Print Scheduler
Presented by James Marino

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

3. How to Get There
Setup > Scheduler

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

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

6. Jobs vs Routines
The overall style has changed completely

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

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

9. Billing reports are
also styled like
result reports

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

11. 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).

12. 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.

13. 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.

14. 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).

15. 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.

16. 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.

17. 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.

18. 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…

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

20. 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

21. 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

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

23. 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

24. 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

25. Questions?
James Marino
ext 4535