General steps to configure and use the SmartFlow integration
It is important to know the general steps to configure SmartFlow to operate with ezyVet.
This table gives each general step and the related documentation:
| Step | Task | Documentation |
|---|---|---|
| 1 | A practice manager gets the SmartFlow API key. | Get the SmartFlow API key |
| 2 | A practice manager configures the SmartFlow integration. | Configure the SmartFlow integration |
| 3 | A practice manager configures ezyVet product records to show in SmartFlow. | Configure a product record to show in SmartFlow Configure many product records to show in SmartFlow (Records dashboard tab method) |
| 4 | A practice manager configures user accounts of applicable staff to show in SmartFlow. | Configure a user account of a staff member to sync to SmartFlow |
| 5 | Staff sync clinical records to SmartFlow. | Sync a clinical record to SmartFlow |