How to send a patient from DVMAX to Smart Flow?
Modified on: Fri, 25 Oct, 2019 at 12:03 PM
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.
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