When the documents attach back into Cornerstone you may have noticed that they attach against the user DAT. This means that you must have this user active in Cornerstone for the attachment to work.

If you notice that the files aren't automatically transferred over from Smart Flow to the patients Cornerstone file this can happen due to the DAT Staff ID being inactive in Cornerstone.

To make the DAT user active please follow these instructions:

1. Open your Cornerstone account, click ListĀ > Staff:

2. Find the required DAT user in the Staff List and double click on it:

3. Check ID the Status is Active or set it from the from the drop down menu, and then click OKĀ to save:

If you require additional assistance please contact Cornerstone Support at 1-800-695-2877.