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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Schedule treatment

Schedule a treatment task

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

After you add a treatment to a flowsheet, you can schedule a treatment task.

To schedule a treatment task, do this procedure.

Go to the whiteboard.
Select the applicable patient card.
SmartFlow shows the patient's flowsheet.
Select the pencil button.
SmartFlow shows buttons that you can use to add treatments to the flowsheet and make changes to flowsheet treatments.
Press and hold a treatment cell of the applicable treatment.

The flowsheet has the treatment task:

Procedure

iPadOS

SmartFlow

Last updated: August 31, 2025