Using the Smart Flow - Cornerstone integration it is possible to synchronize your staff and Cornerstone items with Smart Flow. For this you should only create an appropriate Cornerstone Item List (Inventory List) and Staff List and then send it to your Smart Flow consultant. Please follow the steps below to create your Staff List:
Open the Reports menu, click Staff > Staff Phone List. Either double-click the report in the list or click Create Report. In the pop-up window that appears click Preview to confirm that the information in the report is correct:
NOTE: The report is prefiltered to display only active staff.
Please check the report carefully, and if nothing is missing or requires changes, click the Save button. Then:
1. Choose the location to save the report.
2. Name the file using the following convention (to best assist your Smart Flow consultant): CLINIC ID-CLINIC INITIALS-stafflist (for example, 123456-APVH-stafflist).
3. Select Excel as the file type and finally click Save.
NOTE: An additional option is to edit the Excel file by removing any staff you do not want to upload into Smart Flow. For this, select and delete staff rows you do not want to include. Then save the file with your changes.
When all steps described above are done you need to send the file to your Smart Flow consultant for further processing.