PracticeMaster Q&A: Automating Conflict of Interest

February 2020    Tags: , ,

Rebuilding our Conflict of Interest takes a while to complete. Is there any way to automate this process or run while other people are in the system?

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

  1. Right-click the desktop icon you currently use to start PracticeMaster and select Copy.
  2. Right-click an empty space on the desktop and select Paste Shortcut.
  3. Right-click the new icon and select Rename.
  4. Enter a name for the icon that will let you know its purpose (e.g.: “Rebuild PM COI”) and press Enter.
  5. Right-click the new icon and select Properties.
  6. Modify the Target field to include the desired startup options. In this example we will run the rebuild at 8:00 PM with the User ID AUTO. Our programs are located in “C:\TABS3” on the server, and “C:\PROGRAM FILES\TABS3″ on a workstation by default. Therefore, on a workstation our Target will be:”C:\PROGRAM FILES\TABS3\CM.EXE”  AUTO  /CONFLICT  /T  8:00PM
  7. Click OK.

Additional information, including steps to create a new user and access profile, can be found in R11034, “Automating Tabs3 and PracticeMaster Maintenance Tasks.”

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