How to map the Visit Reason with Smart Flow Treatment Template?
Modified on: Fri, 25 Oct, 2019 at 1:26 PM
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.
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