Scheduled draft orders

Draft ordering templates can scheduled to auto-run at a certain time and frequency so that the draft is always created when needed, ready to be reviewed then sent.

Configure a schedule when creating a new ordering template

Select Ordering > Drafts > New.
Select Use Wizard to Add Items, then click OK.
Navigate through each step of the wizard selecting the options required.

Refer to Creating draft orders with the Draft Wizard.
On the final step, select Check this box to allow saving of this template and enter a template name. Then, select Check here to set or edit a schedule auto run for this draft template.
Within the Draft Schedule window select Enable this draft template to run on a schedule, then set the Schedule Time, Recurrence Pattern and Range of Recurrence.

Enable or edit a schedule for an existing ordering template

Select Ordering > Drafts > New.
Select Use Selected Template to Add Items then select the checkboxes for the template you want to edit, then click Edit Selected Schedule.
Within the Draft Schedule window select Enable this draft template to run on a schedule, then set the Schedule Time, Recurrence Pattern and Range of Recurrence.
Click OK.

Related Resources

Creating draft orders with the Draft Wizard

Managing ordering templates