With our June 2020 release, we made some significant improvements to our Cornerstone integration. You can find out more about the improvements HERE.

With that improvement, any existing items (such as Inventory, Staff, and Vitals) will be updated with the data from your Cornerstone server when you click Sync Now button:

This means that if your Doctor on Duty name in SmartFlow was different from your Cornerstone name for that staff ID, the SmartFlow name will be changed to match what's in Cornerstone.

NOTE: 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 list by submitting a support ticket.

We hope you found this information useful!