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Scheduler

To check an existing scheduled collection and/or data upload click on the 'Scheduler' entry in the menu bar of CAT4. This menu item will only be available if Scheduler is set up to run on this machine and CAT4 is configured correctly as detailed above under CAT4 preferences. Often By default Scheduler is installed on the server in a profile not necessarily accessible by all users – please check with local administrators or Pen CS support if unclear. If you can access the scheduler menu item then click on 'Scheduled Tasks' and choose the one that was set up for this practice. If upload to PAT CAT is required, the schedule window should have 3 tabs, one called "Configuration' (to set the dates/times of the collection), one called 'Send Data' (check if the PAT CAT location created as described above in the 'Send to PAT CAT' paragraph is selected) and also, if purchased, the geotagging option has to be selected.
You can configure notification emails but you need to have the mail server details of the practice at hand.

 
Topbar

• Check if auto start and single sign on are configured correctly depending on the clinic users' preferences.
• Check if any filters are active (but remember that this is a 'per user' setting and you won't be able to see what users other than the currently logged on user have configured.
• Check if all users are happy with the currently active apps, often the doctors want the 'waiting room' app turned off to focus on the patients in the consult room only
• If Topbar is linked to CAT4 you can check a number of reports in the Cleansing View of CAT4 on Topbar use:
  • Topbar Prompts report – this will show you how many prompts have been actioned on which patients – these reports can be filtered for visit date range and provider to narrow down the results
  • Reviewed patients report – each of the four reports showing patients with indicated chronic conditions has a 'Reviewed' tab, this will show if any patients have been removed by users at this clinic as they don't have the indicated condition. The report will also show the user name and software (CAT4 or Topbar) used to remove the patient from the list.

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