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Configure many product records to show in SmartFlow (Records dashboard tab method)

Before you can use a product record in SmartFlow, a practice manager must set Send To Electronic Treatment Sheet to Yes. The practice manager can use the Records ERROR - unresolved reference (glossary-dashboard-tab) to make the setting for many product records at the same time.

To configure many products to show in SmartFlow, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Product.
    The Product record type
  4. If necessary, set applicable filters that ezyVet uses to show the records.
    The filters section of the Records dashboard tab
  5. Select Show Records.
    The Show Records button
  6. Select the applicable product records.
  7. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you selected, select Selected.
  8. Set Action to Sync with electronic treatment sheet.
    The Sync with electronic treatment sheet setting
  9. Select Action.
    The Action button
    ezyVet shows the Sync with electronic treatment sheet dialog box.
  10. Select Set products to sync with electronic treatment sheet.
    The Set products to sync with electronic treatment sheet button
    ezyVet shows a confirmation message.
ezyVet sets Send to Electronic Treatment Sheet in the configuration of the product records to Yes.