Occasionally, after you've created a from and begin to use it, you may find that some data from the Patient Info (like client First/Last Name, Phone Number, Pet's Name, etc.) is not populated to the form automatically. In case all the data in the Patient Info section is displayed correctly, but is still not transferring into the form we recommend you check if any of below possibilities could be the way to solve the issue.
The property added to your form was created incorrectly, thus the item doesn't have a direct root and remains unpopulated
Each property has two important fields that ensure synchronization: Title and Internal Name (you can find out more about property creation HERE). The Title will be displayed in the form while the Internal Name is used for synchronization with Smart Flow. Therefore, if the Internal Name (for any parameter that should be transferred from the Patient Info) is different from the default name, the data will not be populated in the form.
For example, let's check patient Lucky. Although all the Patient Info is entered correctly:
We encounter that in the Surgical Consent Form not all the data transferred properly. While the Last name, Home phone and Pet's name were auto-filled, the First name was not:
|Correct property that will be transferred to the form||Incorrect property that will not be transferred|
NOTE: If you are integrated with EMR and admit a patient from EMR, it is not possible to populate all data into both the Patient Info section and forms. NO EMR has the ability to send the clients Address to Smart Flow. This is done for security purposes and because this information could be changed anytime. Thus, since this data is not transferred to Smart Flow we can't sync it and it should be added manually.
However, details such as age, patient ID, species, owner name and phone numbers should be added to the form without any obstacles. That's why a good rule of thumb is that it is only possible to populate fields that can be seen in patient info from EMR to Smart Flow (You can read more about this here What patient information syncs with Smart Flow from ezyVet?, for example).