home

See all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

Merge SmartFlow temporary patient records with ezyVet records

If you made a SmartFlow temporary patient record, use ezyVet to merge the temporary patient record with an ezyVet patient record and an ezyVet contact record. After you merge the records, ezyVet adds the clinical care that you recorded in SmartFlow to the applicable clinical record. And if you added products to the patient's flow sheet in SmartFlow, ezyVet automatically adds the products to the client's invoice.

Make sure that you made a SmartFlow temporary patient record.
To merge the temporary patient records, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Smart Flow.
    The Smart Flow tab
  3. In the Unallocated Smart Flow Patient section, select the Link button that is adjacent to the applicable temporary patient record.
    The Link button
    ezyVet shows the New Patient dialog box.
  4. In the Existing Contact box, select the applicable client contact record.
    The Existing Contact box
  5. In the Existing Patient box, select the applicable patient record.
    The Existing Patient box
  6. Select Add.
    The Add button
    ezyVet shows a confirmation message.
ezyVet merges the temporary patient records with the applicable ezyVet records. You can invoice the client for the clinical care that you gave to the patient.