Tricks of the Trade: Scheduling MEDITECH Reports in Client Server 5.6

By: John Sharpe, President, Comstock Software, Inc.

Maybe you’ve heard: Client Server 5.6 comes with a new feature, the Report Scheduler.  Meditech Magic users: you’ll be right at home in the Client Server version of the Report Scheduler.  

To schedule NPR Standard & Custom reports, you’ll need Report Scheduling access.  This access is usually granted by your MIS Analyst.

To begin scheduling a report, run the report.  When the Print Dialogue comes up, select Schedule as shown below.

Enter a Mnemonic to identify your Scheduled Report.  

Enter a Description of your Scheduled Report.

Accept default values for the rest of the fields on the [General Info] page and key F12.

As the [Run Date/Time] page appears, select the Frequency option that makes the most sense for your report scheduling need.    

If you need a report to run on an hourly or daily schedule, select this Frequency: DAILY.

For reports needed only on certain days of the month, select this Frequency: MONTHLY.

End of period reports require a Frequency: PERIOD.

Quarterly reports can be set to run on a QUARTERLY basis.  Options include: 
  - Beginning of Quarter (BOQ)
  - Ending of Quarter (EOQ)
  - 1,2,3,4 = Quarter Numbers (Q1, Q2, Q3, Q4)
  - 1QBOQ = Beginning of Quarter 1
  - 3QEOQ = Ending of Quarter 3

Reports that you need to run on the 1st day of the month might be scheduled using the DAY/MON format as depicted below.

Once you’ve entered your desired Scheduled Run Date/Time, key F12.  Then move on to the report’s destination page: [Action].

Reports can be sent to:  a physical print device, a file, an email address, or archive.

To print directly to a networked printer, select a print device from ALL PRINTERS and Save.

To send a Meditech Extract or Download to a file: select Download, enter a file Path, file Format of Plain Text with Append option of Unique or Overwrite.  Then Save.

Did you know? If you are scheduling a custom NPR report, you can give your reports meaningful file names. To learn more, review this Open Source Code here: Meditech CS NPR Set File Name for Report Scheduler.

If you’d like to learn more about how medium and large healthcare organizations are employing a hybrid approach to Meditech Report Scheduling, click here: Meditech Client Server 5.6 Report Scheduling.

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Questions regarding reports and your 5.6 upgrade?
  Email them to John at jsharpe@comstock-software.com.

John Sharpe is President & MEDITECH Solutions Developer at Comstock Software, Inc. Learn more about NPR Report Writing at the MEDITECH NPR Report Writing Blog.