Configure many product records to show in SmartFlow (product group method)

Before you can use a product record in SmartFlow, a practice manager must set Send to Electronic Treatment Sheet for the applicable product record to Yes. The practice manager can set Send to Electronic Treatment Sheet for all products of a ERROR - unresolved reference (glossary-product-group)at the same time. As a result, SmartFlow shows all products of the product group.

To configure many products to show in SmartFlow, do this procedure.

Select Admin.
In the settings list, select Products.
ezyVet shows the configured product records of your site.
Select Product Groups.
The ERROR - unresolved reference (glossary-left-sidebar) shows the configured product groups of your site.
Use the left sidebar to find and select the applicable product group.
ezyVet shows the settings of the product group.
Select Products.
ezyVet shows the products of the product group.
In the Perform Action section, select All or Selected.
In the Action setting, select Sync with electronic treatment sheet.
Select Action.
ezyVet shows the Sync with electronic treatment sheet dialog box.
Select Set products to sync with electronic treatment sheet.
ezyVet shows a confirmation message.

ezyVet sets Send to Electronic Treatment Sheet in the configuration of the products of the product group to Yes.

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Configure many product records to show in SmartFlow (product group method)

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