› Equitrac › Billing Codes › Synchronize billing codes › Schedule the billing code synchronized task

Schedule the billing code synchronized task

To add a scheduled Billing Code Synchronization task, do the following:

  1. In System Configuration, select Scheduled tasks in the left menu.
  2. Select Billing Code Synchronization from theAdd scheduled tasksdrop-down list.
  3. Enter a Name and Description for the task.
  4. Select the Run if missed check box to enable the task to run immediately when the system is back online if the system was unavailable was the task was scheduled to run. See Run a missed task for details.
  5. Clear the Suspended check box to run the task at the scheduled intervals. See Suspend a task for details on suspending a task.
  6. Under What to Run, enter a file name for the report in the Billing code synchronization file field.

    7. If scheduling a billing code sync task in Web System Manager on a workstation, the local CSV file name must contain the workstation UNC path, otherwise the file will be considered local to the Scheduler service running on CAS. (e.g. \\workstation_name\folder\filename).
    If Web System Manager is launched from a workstation, manually enter the UNC path for the CSV file to open the file. If Web System Manager is launched from the CAS server, the browse button allows for a local file search.

  7. From the Action on existing billing codesdrop-down list, select the action that the synchronization task takes when it encounters a billing code in the Equitrac database that does not exist in the text file.
    • Ignore the accounts - Perform no action on accounts found in the database but not in the text file.
    • Lock the accounts - The system cannot charge printing to the accounts.
    • Delete account information only - Remove accounts from the accounts database. The system retains stored account transactions for reporting purposes.
  8. Under When to Run, schedule the task to occur either once, every day, every week, or monthly.
  9. Choose a Start date from the calender, and enter the Start time for the task to run.
  10. Click Save to save the scheduled task.