To connect your inventory between eVetPractice and SmartFlow, please follow the steps outlined below:
1. From your Pulse (eVetPractice) account open the Settings drop down, then the Products and Services Drop Down and select Either Procedures, Lab or Packages:
To start syncing from either the Procedures, Labs or Packages - the process is the same. Select one and then that will open that areas specific area. From this window you will need to pick a category to procede.
Once you picked a Category you will see an option to Sync the Category with Smart Flow. Click on it to sync:
Unfortunately, if you want some category items not to be synced with Smart Flow within the category, there is no way to remove them from eVetPractice. It will sync all the items, however, you can remove them manually from Smart Flow. Or you can create a category that is labeled SmartFlow and move the items to this category then sync to SmartFlow. When done, the items can be moved back to their bigger categories.
This process is repeated for any item that is a Procedure, lab or package.
We hope you found this information useful!