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Prepare for a patient to stay at your practice

Configure patient information

Set a color for a patient card

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

What's new

You can set different colors for patient cards. And you can use colors to identify different types of patients.

To set a color, do this procedure.

Go to the whiteboard of the applicable patient.
Hover over the applicable patient and select EDIT PATIENT.
SmartFlow shows an Edit patient dialog box.
Select a color.
Select Done.

The patient card shows the color:
A patient card with a color

Procedure

SmartFlow

Last updated: October 22, 2025