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Prepare for a patient to stay at your practice

Configure patient information

Different methods to add or change patient information

Set critical notes

Set a color for a patient card

Change a patient image

Change the whiteboard of a flowsheet

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

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

Use SmartFlow to record patient information that other staff can use to identify the patient.

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Last updated: August 31, 2025