ezyVet patient data does not sync with SmartFlow
The applicable clinical record does not have a case owner
Add a case owner
-
In the Consult section, make sure that
Case Owner shows the correct staff
member.
The case owner of the clinical record does not have the necessary sync setting
Make the necessary setting
A practice manager or a person with the necessary administrator permissions must do these steps.
-
In the User Settings section of the
Details tab, make sure that you select
Sync with Smart Flow.
- Select Save.
The clinical record of the patient has an incorrect department
If your site uses a department configuration, you can configure the SmartFlow integration to sync the records of one department. If the department of the applicable clinical record is not the same as the SmartFlow integration, ezyVet will not sync the record.
Use the correct the department
A practice manager or a person with the necessary administrator permissions must do these steps.
-
Do a check of the For Division box and make sure
that the department is correct.
-
In the Consult section, make sure that the
department is the same department that is configured in SmartFlow.