Sync a clinical record to SmartFlow (appointment status method)
Before you can use SmartFlow to record the clinical care information of a patient, you must sync the patient's clinical record from ezyVet to SmartFlow. To quickly and easily sync a clinical record, you can change the appointment status of the patient's appointment.
Make sure that a practice manager configured the SmartFlow integration
Make sure that a practice manager configured ezyVet to automatically sync clinical records to SmartFlow
Make sure that you made an appointment for the applicable patient
To sync a clinical record, do this procedure.
- Select Dashboard.
- Select Calendar.ezyVet shows the calendar.
- Open a shortcut menu for the appointment, then select Status.ezyVet shows available appointment statuses.
The appointment record has the applicable status. And ezyVet syncs the clinical record to SmartFlow.