Sync of staff from Neo to SmartFlow
All you have to do is check the user settings in Neo. Each active user who has the Provider checkbox selected will be sent from Neo to SmartFlow automatically.
Neo has a set of user roles. Each role has a relation to a specified SmartFlow role. This table and gives each Neo role and its SmartFlow relation:
| Neo role | Equivalent SmartFlow role |
|---|---|
| Business Owner | Level 5 |
| Vet | Level 5 |
| Nurse | Level 3 |
| Locum | Level 5 |
| Receptionist | Level 3 |
| Other | Level 3 |
Please be aware that Neo does not currently have any role related to the SmartFlow Anesthetist. If you add Anesthetist to the Preoperative page in SmartFlow, Neo will not be able to correctly interpret this value and therefore will not receive the Anesthetic Sheet and Dental Chart PDFs at the patient's discharge. To avoid this, we warn you to leave the Anesthetist box in Anesthetic Sheet blank, but to fill in only the Doctor box:
