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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Prepare medication treatment

Invoice a client for a vial medication

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

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

What's new

Pilot features

After you invoice a client, SmartFlow automatically saves the invoice information of the applicable medication.

To invoice a client for a medication that is dispensed by the vial, do this procedure.

Go to the whiteboard of the applicable patient.
Select the applicable patient card.
SmartFlow shows the patient's flowsheet.
Select the plus button that is adjacent to PROCEDURE.
SmartFlow shows the Add Procedure dialog box.
Use the Name box to select the procedure parameter for vial medications.
Select Add.
SmartFlow shows the parameter settings.
Make the settings as necessary.
Select Done.
Select the scheduled treatment task.
SmartFlow shows a list of vial medications.
Select the applicable medication.

SmartFlow automatically invoices the client for one vial of the applicable medication.

Procedure

SmartFlow

Last updated: January 19, 2026