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Automating Reminders, Replies and Emails with myPractice Scheduler



The myPractice Scheduler is now available to enable some tasks to happen automatically. This includes:
 
The scheduler uses the built-in Windows Task Scheduler function to carry out scheduled tasks set-up in the myPractice scheduler application. There are some specific requirements to enable this to work:
 
  • This is not available for myPractice Fully Hosted. Please see details on using the Automated SMS Reminder Service instead.
  • There must be a computer acting as a nominated server that has myPractice scheduler installed (this is only installed on ONE computer)
  • The server computer must be left turned on and connected to the network at all times. A laptop or tablet is not ideal for this.
  • The scheduler will work on the following windows installations:
  • Windows Vista
  • Windows 7
  • Windows 8
  • Windows 2008 Server
  • Windows 2008 R2 Server
  • Windows 2012 Server
 
Other versions of Windows, e.g. Windows XP and Windows 2003 Server DO NOT work with the scheduler.
 
Technically, the myPractice Scheduler could work on a MAC network running Parallels for Windows or Windows Virtual Machine on the nominated server machine with one of the compliant versions of Windows installed. Parallels or Virtual Machine would need to be turned on and awake all of the time as would the MAC. This scenario has not been tested and is potentially fraught with issues.