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.

Note: You cannot use the SmartFlow iPad app to do this procedure. You must use the SmartFlow web app.

To configure a parameter, do this procedure.

Select the user account button.
SmartFlow shows more settings.
Select SETTINGS.
SmartFlow shows a General screen.
In the TEMPLATES AND FORMS section, select Parameters.
SmartFlow shows a Parameters screen.
Select the pencil button of the applicable parameter.
SmartFlow shows an Edit parameter dialog box.
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.
Select Update.

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.

SmartFlow Knowledge Center

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

Configure a parameter to sync invoice information

SmartFlow-footer