Usage:      

Automation Server, as the name implies, consists of a number of services to automate the respective function without operator involvement.  

 

Navigation: Automated Services from the Side Bar menu and then Click Automation Server option.    

Automation Server navigation

The following form will open:

Automation Server Settings form

The automated services are as follows:

➢Arklign Case Update

➢AutoPay is an automated credit card processor. This service is invoked based on the predefined schedule, searches for customers who are setup for automatic payment and will charge their credit card based on the configuration set for the customer. For more information about the variety of options available, please refer to Customer Settings, AutoPay section of the help file. This option is generally setup for late evening hours and runs once a day.

➢Avatax Lists Update

➢DDX Case Images Transfer

➢DDX Case Update is also used with DDX integration to provide feedback to your customers as the case arrives at the lab, is invoiced or shipped. Additionally, when creating calls in DLCPM, you will have the option to share the notes with your customers and eliminate a need to call the doctor. For more information about DDX configuration, please refer to the DDX section of help file under the Global Settings.

➢DDX Products Update works in conjunction with DDX Integration. If you are registered with DDX, this option will update DDX with the Product ID and Product Description linked to the DDX Procedures. Product pricing or other information is not transferred to DDX. By updating the product codes on DDX, DLCPM will be able to seamlessly add new cases in your database using the DDX procedures as the cases are submitted by your customers.

➢DDX Update Procedure Codes

➢EasyRX Update

➢Email Receive is designed to retrieve personal or corporate Emails. The personal emails are available in DLCPM under the "My Emails" option from the sidebar. For corporate Email set up, please refer to Global Settings, Email. For Personal settings, refer to My Email section under Personal Settings.

➢Email Send is an automated service that processes outgoing Emails which includes individual and batch Emails. This service is generally configured to run once every minute to insure prompt delivery of the emails.

➢FTP Download

➢Notification Server Monitor

➢Online Tax Invoices Upload

➢Process LockBox and Read LockBox services are designed to process the files provided by the bank. Your bank should be able to provide you with an export of your daily payments if your lab does not receive payment directly from the customers or most payments are sent directly to the bank. These services will process the files, identify the customers, post the payments to their account, and automatically or optionally apply the payment to respective invoices. Since each financial institution has different ways of providing the data, a custom program needs to be developed to process such files before you can utilize these services.

➢Transmit Coupa Invoices

➢Update Shipment Tracking may be configured to run once a day to update the case shipment status. If enabled, the service will retrieve the tracking information for each case’s outbound shipping tracking number. (In the Case Finder form, there is a new tab available for “Tracking Info” which will display the tracking information retrieved from the new automated job. When the Carrier records confirmation of delivery for the shipment, the Carrier Delivery Date is displayed on the 3. Shipping tab. Additionally, if Proof of Delivery Signature (POD) is available, the image for the signature is added to the case Images & Attachments tab.)

➢Zendesk Chat Update

 

You can update any of the services by selecting it and the clicking on . The Automation Server service form is displayed as it is shown below. Make any necessary updates and the click OK. Note that Automated Services for LockBox feature requires custom program developed by MTSI according to your bank specifications. Activating this feature will not perform any action.

AutoPay form

 

See also:

DDX