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See all integrations

See all integrations Contents

About integrations

Payments

Diagnostic tests

Diagnostic imaging

Controlled drugs

Insurance

Appointments and telemedicine

Client management

Product suppliers

Inventory management

Reporting

ezyVet patient data does not sync with SmartFlow

The applicable clinical record does not have a case owner

Add a case owner

Open the applicable clinical record.
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.

Do the procedure given in The case owner of the clinical record does not have the necessary sync setting to find the applicable case owner.
Open the user account settings of the applicable case owner.
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.

Open the SmartFlow integration settings.
Do a check of the For Division box and make sure that the department is correct.
Open the applicable clinical record.
In the Consult section, make sure that the department is the same department that is configured in SmartFlow.