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Configure a user account of a staff member to sync to SmartFlow

Before you can select a staff member in SmartFlow, a practice manager must configure the staff member's ezyVet user account to sync to SmartFlow.

To configure a user account, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Users/Resources.
    The Users/Resources setting in the settings list
  3. Select Users.
    The Users setting
  4. In the left sidebar, find and select the applicable user account.
    ezyVet shows the user account settings.
  5. In the User Settings section, make sure that you selected Vet.
    The Vet setting
  6. Set Sync with Electronic Treatment Sheet to Yes.

    The Sync with Electronic Treatment Sheet setting
  7. Select Save.
    The Save button
    ezyVet shows a confirmation message:
    A Record Saved Successfully message
ezyVet automatically syncs the user account of the staff member to SmartFlow. As a result, you can use the Doctor on Duty setting in SmartFlow to select the staff member.