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Workflow
Open the appointment record, patient General Information tab, or patient History tab
Click on the SmartFlow icon at the bottom of the appointment window
Choose Send Patient to SmartFlow
A Send Patient to SmartFlow window will open. Select a Whiteboard, Template, and Provider. (Reason will be added as a comment in SmartFlow).
Click Send Patient
Configuration
No additional configuration necessary
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Combined PDF in DVMAX for multiple PDFs sent from SmartFlow
With this option you will not receive SmartFlow documents into history until after the patient has been discharged. This includes Anesthetic Sheets and Dental Charts.
In SmartFlow
SmartFlow Settings choose Document Management
Set Merge Reports into One PDF to Yes
In DVMAX
From the Section pull-down, choose General Management
Choose Utilities
Select Integration Setup Wizard
Choose IDEXX SmartFlow
Uncheck Separate MREs for discharge PDFs
Separate PDFs and MREs in DVMAX
With this option all the SmartFlow PDFs will be attached to their own MRE. This allows for each PDF to be individually searchable and if using rVetLink allows you to choose which PDFs are shared to the portal. If you do not want all PDFs to be shared on the portal you will need to use this option.
In SmartFlow
SmartFlow Settings choose Document Management
Set Merge Reports into One PDF to No
In DVMAX
From the Section pull-down, choose General Management
Choose Utilities
Select Integration Setup Wizard
Choose IDEXX SmartFlow
Check Separate MREs for discharge PDFs
If you don’t want all attachments to be shared to rVetLink open each SmartFlow Medical Record Code and check ‘Exclude from web’.
Discharge Configuration Options
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