If you want to use auto-send patient to Smart Flow tool, please map Visit Reasons with Smart Flow Treatment Templates first. To do this go into General management section > Utilities > Integration Setup Wizard, and then click on Map Codes:

NOTE: Before starting to map, please make sure you have created the list of the Templates on the Smart Flow side.

In the pop-up window, you will see the list of Visit Reasons from the left side and related Smart Flow Templates from the right side. You can just link this appointment reasons with a particular template:


You can also choose one template for the different visit reasons, for your convenience.

NOTE: If you don't link the visit reasons with the templates, the patient won't be sent automatically to the Smart Flow.

We hope you found this information useful!