Configure the SmartFlow integration to automatically discharge a patient

A practice manager can configure the SmartFlow integration to automatically discharge a patient when a staff member selects an applicable appointment status in ezyVet. For example, when a staff member uses a calendar appointment to select an applicable appointment status, SmartFlow automatically discharges the patient.

Make sure that your ezyVet site has a configured SmartFlow integration.

To configure the SmartFlow integration, do this procedure.

Note: Before SmartFlow can automatically discharge a patient, a staff member must complete the patient's:

Anesthesia sheets
Dental charts
Forms

Select Admin.
In the settings list, select Integration.
Select Integrations.
The ERROR - unresolved reference (glossary-left-sidebar) shows the configured integrations of your ezyVet site.
Find and select the SmartFlow integration.
ezyVet shows the integration settings.
Make sure that you set Smart Flow auto checkin to ON.
In the Check-Out Appointment Status(es) box, select the applicable appointment status.

Tip: To add more appointment statuses, select the green plus button:
Select Save.
ezyVet shows a confirmation message:

The SmartFlow integration has the necessary configuration. When staff select the appointment status, ezyVet automatically discharges the patient from SmartFlow.

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Configure the SmartFlow integration to automatically discharge a patient

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