From General management section:

Go to Utilities > Integration Setup Wizard:

1. Make sure IDEXX SmartFlow is chosen in the provider section, and the API key is entered. 

2. Once the API key is entered, press the Test Connection button. When the integrations are connected, you will see the Successful, key confirmed message:

3. The next important step would be to Select and Send Items. This action will send the required billing items and providers to Smart Flow. HERE you can find step by step description on how to set up.


4. Afterward, please go to the next step to Map Codes (Reason Visits with SmartFlow Templates and Whiteboards).

NOTE: If you don't link the Visit Reasons with the Templates, the patient won't be sent automatically to the SmartFlow.

We hope you found this information useful!