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Initialize Sample Limits and Create Sample Limit Records
Sample limits rely on dedicated batch jobs and trigger handlers to handle large-scale data processing. These sample limit batch jobs automate the creation of provider sample limit records for each combination of account, product, and assigned sample limit template.
- Initialize Sample Limits for Accounts
To initialize the sample limit templates that are assigned to healthcare professional (HCP) and healthcare organization (HCO) accounts for the first time, run the Assign Sample Limit Templates to Accounts job. When you initialize the templates, provider sample limit records are created for each account and product based on the sample limit template and rules. - Assign Sample Limit Templates to Products
To apply sample limits when new products are assigned to an existing sample limit template or when a product’s sample limit rules are updated, run the Assign Sample Limit Template to Products job. When you run this job, additional provider sample limit records are created for new products and existing provider sample limit records are updated based on updates to the template. - Automate Sample Limits for New Accounts
Define how sample limit templates are applied automatically to newly created healthcare professional (HCP) and healthcare organization (HCO) accounts.

