PracticeMaster has the ability to automate some functions through startup options, and rebuilding the Conflict of Interest (COI) is one of them. Additionally, when run as a startup option, the rebuild can be run even when other users are in the software. Windows Task Scheduler can be automatically set up to run this function at a certain time. When running the COI via Windows Task Scheduler, we recommend creating a new access profile that only has access to the COI, and then creating a new user to which this access profile is assigned. This is because using this method requires that a password not be set for the User ID, which can cause security issues. Only allowing the user to access the specific function can reduce risk.
Once a user has been created, and the appropriate access profile assigned to it, you can create a special shortcut on your desktop that can be run via Windows Task Scheduler, or on demand by simply double clicking the shortcut.
To create a special desktop icon
Additional information, including steps to create a new user and access profile, can be found in R11034, “Automating Tabs3 and PracticeMaster Maintenance Tasks.”