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You cannot open a SmartFlow report in ezyVet

If SmartFlow syncs a report to ezyVet that you cannot open, do this troubleshooting. An example of an error message that your browser could show when you try to open a report is Failed to load PDF document.
Note: After SmartFlow syncs a SmartFlow report to ezyVet, the Attachments section of the clinical record shows the report. If the synced report shows a file size of 0.00 B, you cannot open the report:
The file size of a report in the Attachments section

A practice manager did not configure SmartFlow to save reports

Configure SmartFlow to save applicable reports

  1. Select the user account button.
    The user account icon
    SmartFlow shows more settings.
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General screen.
  3. In the SETTINGS section, select Documents Management.
    The Documents Management command
    SmartFlow shows a Documents Management screen.
  4. Set EXPORT DOCUMENTS TO EMR to Yes.
    The EXPORT DOCUMENTS TO EMR setting
  5. In the FILES TO RETAIN AFTER DISCHARGE SECTION, set each report that you want SmartFlow to sync to ezyVet to Yes.
    The FILES TO RETAIN AFTER DISCHARGE section