With our latest version, we have added the ability for you to synchronize Inventory and Staff lists from Cornerstone to SmartFlow with a single click at any time. You no longer need to export these lists from Cornerstone and then ask your SmartFlow consultant to upload them. You can benefit from using this feature when you initially configure your SmartFlow-Cornerstone integration as well as when you need to sync updates/changes made in Cornerstone to SmartFlow. To do this, follow these steps:


1. Open a SmartFlow manager account, click on the user icon and go to Settings > EMR:


Then click the Sync Now button:


This initiates the synchronization of all Inventory, Staff, and Vitals with your SmartFlow account.


Staff from Cornerstone that will synchronize with SmartFlow include people who have a license number entered OR the staff classification contains the following: 

  1. dr.

  2. doctor 

  3. dvm

  4. d.v.m. 

  5. vmd 

  6. v.m.d. 

  7. veterinarian 

  8. provider 

 

If you want to remove some staff after syncing, you can edit them in Cornerstone and then sync again or contact our support team to hide unwanted users from the User list.


NOTE: Any previously imported items will not be not duplicated, simply updated. To start using these newly added parameters, please follow the mapping procedure as usual.


You can also sync Inventory and Vitals separately from the Settings > Parameter page.


- When creating/editing a parameter, you may notice a small synchronization button next to the PIMS Name of the parameter. Click on it to sync your inventory list:


- When creating/editing the Vital parameter, you can see extra synchronization button next to the Vitals Type that synchronizes the available Vital list from the Cornerstone:


We hope you found this information useful!