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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards

Record general tasks for a patient

Record treatment for a patient

Make changes to a treatment

Stop treatment

Anesthesia

Invoicing

Discharge

Staff management

Device management

Site configuration

Integrations

RxWorks

RxWorks configuration

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

Make sure that a practice manager configured the SmartFlow integration.

To sync products and user accounts, do this procedure.

Note: If you have not synced your products or user accounts for more than six months, RxWorks can take up to 72 hours to complete the sync.

Sign in to RxWorks.
Select Task Panel.
Select Tools & Utilities.
Select Products & Services.
Select Send Rx Info to SmartFlow.
RxWorks shows the Send Rx Information to Smartflow Repository screen.
Make sure that you selected Send Inventory Items.
Make sure that you selected Send Users.
Select Send.
RxWorks shows the Send complete confirmation message.

RxWorks syncs your organizations products and user accounts to SmartFlow.

Note: As an alternative, you can use the Task-integration-sync background task to sync products and user accounts at 24 hour intervals.

Procedure

SmartFlow

Practice manager

Last updated: August 31, 2025