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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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To learn more about DVMAX departments and how to create them, visit the Departments page of our knowledgebase here - Departments
Click Test Connection to enable the Map Codes button
Choose Map Codes and click on the Departments tab
Click the double arrows to the right of the SmartFlow Whiteboard column and choose the SmartFlow whiteboard to which a patient should be assigned when they are checked in to a specific department. (Note: For this to work, your appointment columns will need to be linked to different departments. Instructions for this setup can be found here - Departments#AssigningDepartmentstoAppointmentColumns
If you do not assign a whiteboard to a specific department, the patient will be added to the default whiteboard.
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Your DVMAX appointment scheduler staff may not necessarily correspond to your providers. You must link DVMAX appointment scheduler staff to staff providers so that items can be associated with the correct provider. If there are several doctors that could be treating patients under a specific column (like a Surgery column), a provider does not need to be linked. If a provider is not linked, DVMAX will still send the patient, but it will not be assigned a provider. You will be asked in SmartFlow to select a provider that should be assigned to each treatment item as it's being performed. This is an optional configuration step.
Click Test Connection to enable the Map Codes button
Choose Map Codes and click on the Appt Staff tab
Double-click in the Staff Provider field and choose the provider associated with the Appointment Scheduler Staff
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