SmartFlow Knowledge Center

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

Browse documentation

Browse documentation Contents

Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards

Record general tasks for a patient

Record treatment for a patient

Make changes to a treatment

Stop treatment

Anesthesia

Invoicing

Discharge

Staff management

Device management

Site configuration

Parameter configuration

Configure a parameter to sync invoice information

Integrations

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

Configure a parameter to sync invoice information

A practice manager can configure a parameter to automatically sync invoice information.

Make sure that you set SEND BILLING & MEDICAL RECORDS TO EMR to ON.

To configure a parameter, do this procedure.

Select the user account button.
SmartFlow shows more settings.
Select SETTINGS.
SmartFlow shows the General screen.
In the TEMPLATES AND FORMS section, select Parameters.
SmartFlow shows the Parameters screen.
Set Events to ON.
Note: The Events setting shows the name of the practice management software (PIMS). For example, if you use ezyVet, SmartFlow shows ezyVet Events.
If you use SmartFlow without a PIMS, SmartFlow shows Billing.

The parameter has the necessary configuration. When a staff member completes a treatment of the parameterworkflow task, SmartFlow automatically syncs the invoice information to your PIMS.

Procedure

SmartFlow

Practice manager

Last updated: August 31, 2025

Parameter configuration

SmartFlow Knowledge Center

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

Configure a parameter to sync invoice information

SmartFlow-footer