You can easily send patients from Neo to Smart Flow.


Prerequisites: Practice must have an active Smart Flow account integrated with Neo.

 

Send patient to Smart Flow from patient consultation

If your practice does not use Procedures, you can send a patient to Smart Flow from saved, draft consultation.

Tip: If you created a new consultation, you must click Save.

  • Click the Send to Smart Flow button. 
  • Review and update, as needed, the information in the Send to Smart Flow window.


 

Note: An asterisk (*) denotes a required field. You will only see the *Sex drop-down if the patient sex is “Unknown” or blank on the patient Overview tab; and the selected value will be saved to the patient Overview tab.

  • Click Send.

Note: Once the patient has been sent to Smart Flow, the Send to Smart Flow button updates to Open in Smart Flow. You can click the Open in Smart Flow button to view the patient in Smart Flow.



Send patient to Smart Flow from Procedures

If your practice does use Procedures, you can send a patient to Smart Flow and create a consultation from the patient procedure.

IMPORTANT: Do not add a patient to Procedures if you've already sent the patient to Smart Flow from a consultation.


Add a procedure

  1. Search for and select the patient.
  2. Click the Procedures tab. You can change the date, if needed.
  3. Click + Add New.
  4. Select the provider.
  5. Select the room.
  6. Add notes (required).
  7. Add the anesthetic information.
  8. Add the duration in hours.
  9. Click Save Procedure.


Send the patient to Smart Flow and create the consultation

  • On the procedure card, click the Send to Smart Flow link.
  • Review and update, as needed, the information in the Send to Smart Flow window.

  • Click Send.

Tip: Click the Desc link to view the consultation.