home

Browse documentation

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Add a patient from Merlin to SmartFlow

You can easily add a patient from Merlin to SmartFlow. As a result, it is not necessary to manually enter patient information in SmartFlow.

To add a patient from Merlin to SmartFlow, do this procedure.
  1. In Merlin, open your diary.
  2. Right-click an appointment.
    Merlin shows an options menu.
  3. Select Arrive and Send To Smart Flow.
    Merlin opens the Send To Smart Flow dialog box.
  4. In the Department box, select the SmartFlow whiteboard that you want Merlin to add the patient to.
  5. In the Template box, select the treatment template that you want the patient to have in SmartFlow.
  6. In the Est. Days box, enter the number of flowsheets that you want the patient to have in SmartFlow.
  7. Make other settings as necessary.
    Note: DNR does not have an effect in SmartFlow.
  8. Select Save.
Merlin syncs the patient to SmartFlow.
Note: If the patient is in SmartFlow, you have the option to remove the patient record and make a new one.
Note: Merlin does not sync information about the staff who give treatment to the patient. Add staff information in SmartFlow directly.