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Automation  

In the Main Menu, select Setup | Automation.

Click the Add button

There are currently three possible triggers (others can be Requested):
CompleteProcedure - Specify one or more procedures.
BreakAppointment
CreateApptNewPat

There are three possible actions that can be taken when triggered:
PrintPatientLetter - The letter must be created first in Sheets.  One use is for patient handouts.  If multiple handouts are desired, create multiple Automation objects.
CreateCommlog
PrintReferralLetter

 

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