SmartFlow temporary patient records
Make a SmartFlow temporary patient record if you must record clinical care information for a patient who does not have an ezyVet patient record or an ezyVet clinical record. After you make the temporary patient record, you can use the Smart Flow dashboard tab to make the ezyVet records.
- Make ezyVet records for a SmartFlow temporary patient record
- Merge SmartFlow temporary patient records with ezyVet records
Method: Make ezyVet records for a SmartFlow temporary patient record
If your ezyVet site does not have ezyVet records for a patient or a client, you can make the records. For example, if a patient is at your organization for the first time, you can make the applicable records. Then you can invoice the client for the clinical care that you gave to the patient.
Method: Merge SmartFlow temporary patient records with ezyVet records
If your ezyVet site has ezyVet records for a patient and the client, you can merge the patient and the client, you can merge the ezyVet temporary patient records with the client for the clinical care that you gave to the patient.
Removal of SmartFlow temporary patient records
If it is not necessary to invoice a client for the clinical care that you used a SmartFlow temporary patient record to record, you can remove the temporary patient record. After you remove the record, you cannot invoice the applicable client for the clinical care.