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Manual Options to Send Patients to SmartFlow
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
Discharge Configuration Options
User is unable to finish an invoice until the patient has been discharged from SmartFlow
This option prompts your users to verify all charges from SmartFlow have been captured in DVMAX prior to finishing the invoice.
Workflow
Open the invoice. If the patient is in SmartFlow, you will see the SmartFlow icon to the right of the invoice total information
If you check the Finished box, you will receive the message 'Invoices cannot be finished while patients are in Smart Flow'
Click OK on the alert message
Click Cancel to close the invoice
Determine why the patient has not yet been discharged
When ready, discharge the patient from the patient General Information tab, the patient History tab, or the patient appointment in the Appointment Scheduler by clicking the SmartFlow button and choosing Discharge from SmartFlow
You can now re-open the invoice and finish the invoice
Configuration
While holding down the shift key, choose System Constants from the Section pull-down
Read the warning and click I Understand
In the bottom of the window, filter for sf
Scroll until you find the setting sf.smartflow_preventInvFinishActivePatient
Change this setting to True
Option 3 - Patient will be automatically discharged from SmartFlow when finishing the invoice
Workflow
Open the invoice. If the patient is in SmartFlow, you will see the SmartFlow icon to the right of the invoice total information
Verify that all activities have been completed in SmartFlow and charges entered in DVMAX.
Enter payment information and Finish the invoice. The patient is automatically discharged from SmartFlow upon completion of the DVMAX invoice.
Configuration
From the Section pull-down, choose General Management
Click on the Utilities tab
Choose Integrations Setup Wizard
Click OK
From the Provider pull-down, choose IDEXX SmartFlow
Check off the box 'Auto-Discharge from SmartFlow'
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After discharging a patient from Smart Flow, a number of new SmartFlow MREs will be added to the patient history. These MREs have PDF documents attached that contain information about work done in SmartFlow while the patient was in the hospital. There are settings in SmartFlow that can be set to determine which PDFs are sent back to DVMAX. If you are also an rVetLink user and do not wish to have these PDFs sent to the portal, you can configure the MREs to Hide on Web prevent them from being sent to your practitioners.
Assign patients to different whiteboards in SmartFlow
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