The Documents Management screen
The Documents Management screen shows settings that a practice manager can use to configure SmartFlow reports. It is important that you know the function of the settings.
You can use the Documents Management screen to:
- Configure the logo that SmartFlow shows on reports
- Configure SmartFlow to automatically send reports to an email address
- Configure your device to automatically download a report after you discharge a patient
- Select the files that SmartFlow keeps after you discharge a patient
The Documents Management screen shows three sections:
- The CLINIC'S LOGO section
- The AFTER DISCHARGE section
- The FILES TO RETAIN AFTER DISCHARGE section
The CLINIC'S LOGO section
Use the CLINIC'S LOGO section to upload an image that SmartFlow automatically shows on each report.
To upload an image, select Upload Image.
The AFTER DISCHARGE section
Use the AFTER DISCHARGE section to configure what SmartFlow does with a patient's reports after you discharge a patient. The image and the table that follows shows the settings and the function of each setting:
| Setting | Function |
|---|---|
| EXPORT DOCUMENTS TO EMR | Use EXPORT DOCUMENTS TO EMR to configure SmartFlow to automatically sync reports to your practice information management system (PIMS) after you discharge a patient. Note: If you did not connect SmartFlow to your PIMS:
|
| SAVE TO DISK | Use SAVE TO DISK to configure SmartFlow to automatically download the reports after you discharge a patient. Note: SmartFlow does not automatically download reports if you use the mobile app to discharge a patient. |
| MERGE REPORTS INTO ONE PDF | Use MERGE REPORTS INTO ONE PDF to configure SmartFlow to make one PDF document that has each report. |
| SEND EMAIL | Use SEND EMAIL to configure SmartFlow to automatically send a patient's reports to an email address after you discharge the patient. Note: If you set SEND EMAIL to Yes, SmartFlow sends the email to the email address that you enter in the EMAIL ADDRESS box. Note: If you set EXPORT DOCUMENTS TO EMR to Yes:
|
| EMAIL ADDRESS | Use SEND EMAIL to record the email address that SmartFlow sends reports to after you discharge a patient. |
The FILES TO RETAIN AFTER DISCHARGE section
Use the FILES TO RETAIN AFTER DISCHARGE section to configure the reports that SmartFlow saves after you discharge a patient. And if you configure SmartFlow to automatically make one PDF document that shows each report, you can configure the sequence of the reports.
To configure SmartFlow to automatically save a report, set the applicable report to Yes:
To change the sequence of the reports, use the drag handles adjacent to each report:
