Brilliant ideas for SmartFlow

Imagine you could make your own software? Please go ahead and describe what you would like us to develop for you. You have 10 votes at your disposal. And once brilliant ideas you added (or just voted for) are announced as implemented - you will get your votes back.

10 VOTE

The user unable to generate the consolidated statements in CSV format (e.g. to validate the records created in Smartflow are indeed carried over into EzyVet accurately)

Steps to reproduce:

  1. Enter into your account on Smartflow.

  2. Try to find information which summarizes data regarding patients:

    reports of all the pdf-files (SF-billings reports) in an Excel output displaying the line item detail from the Smartflow’s end;

  3. Try to find information grouped by EMR's (e.g. ezyVet) invoice numbers for all records in Smartflow (e.g. since Jan 1, 2018).

    I.e. try to create EMR's invoice/clinical SF-record detail report to compare the list of items between the two (EMR's invoice and SF-clinical record).

  4. Try to export Smartflow billing results  to a table where aggregration at EMR's invoice level for billing can be easily QC’d (since the Smartflow billing is generated a pdf only).

  5. Try to export parameters with the headings of "Display Name, Section, EMR Name, Billing/Events On/Off" in CSV Spreadsheet format.

    Try to generate the consolidated patient statements in CSV Spreadsheet format (e.g. since Jan 1, 2018).

Actual result:  The user cannot get this information.

Expected result: The user can get mentioned info.

Workaround: Contact Support Team (to investigate some issues).

Customer impact: Affects (probably) all the clinics (at least 10 clinics send complaints regarding this issue).

  • Guest
  • Jul 14 2018
  • Open For Voting
  • Attach files
  • Guest commented
    October 26, 2018 18:13

    This would be very helpful.