If you would like to send the patient without using appointment scheduler, you can do it manually by simply clicking the Patients icon:

Choose the patient you would like to send and press Send to Smart Flow button: 

In the pop-up window, select Whiteboard, Template, and Provider, and then click Send the Patient:

When the patient has been sent successfully, you will see the message in the top right corner:

You can set up different Treatment Templates and Whiteboards on the Smart Flow side. We recommend creating a test patient to customize the clinic's templates. Click HERE to read more about templates. THIS article will guide you on creating and adjusting a new Whiteboard.

To set up an option to auto-send the patient from DVMAX to Smart Flow using appointment scheduler, please refer to THIS article.

We hope you found this information useful!