About patient records made directly in SmartFlow
If necessary, you can make a patient record directly in SmartFlow. Examples of when to make a patient record directly in SmartFlow include emergency patients or when ezyVet is not available.
- Syncs the patient information to ezyVet
- ezyVet shows the patient information in the Unallocated Smart Flow Patients section of the Smart Flow dashboard tab
- Patient record
- Clinical record
- Client contact record
Make ezyVet patient and client records that sync information from SmartFlow patient records
If ezyVet does not have patient or clinical records for a patient record that you made directly in SmartFlow, you can make the records. After you make the records, SmartFlow syncs the information of the applicable patient into them. Then you can use ezyVet to invoice the client for the patient's clinical care.
For more information, refer to Make ezyVet records for a patient record that you made directly in SmartFlow.
Connect SmartFlow patient records with ezyVet records
If you made a patient record directly in SmartFlow, and ezyVet has applicable records for the patient or client, connect the records. As a result, SmartFlow syncs information about the records to ezyVet.
For more information, refer to Connect a patient record that you made directly in SmartFlow with ezyVet records.
About removal of entries from the Unallocated Smart Flow Patients section
ezyVet customer support does not recommend that you remove entries from the Unallocated Smart Flow Patients section. If you remove an entry from the Unallocated Smart Flow Patients section, you cannot connect the applicable SmartFlow patient record to an ezyVet clinical record.