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Use an admission form to record patient information

If a patient comes to your organization for the first time, use an admission form to record information about the patient.

Make sure that a practice manager configured an admission form template.
To record the information, do this procedure.
Note: You cannot use the SmartFlow web app to do this procedure. You must use the SmartFlow iPad app.
  1. Go to the whiteboard.
  2. Select the plus button.
    The plus button
    SmartFlow shows more settings.
  3. Select the applicable admission form.
    SmartFlow shows the admission form.
  4. Tell the client to use the form to enter the necessary patient information.
  5. After the client enters the information, select Get started.
    The Get started button
    SmartFlow shows a THANK YOU! screen.
  6. Swipe the STAFF: SWIPE RIGHT TO CONTINUE box to the right.
    The STAFF: SWIPE RIGHT TO CONTINUE box
    SmartFlow shows an ENTER A PASSCODE TO CONTINUE screen.
  7. Enter your PIN.
    SmartFlow shows a PLEASE SELECT WHITEBOARD AND TEMPLATE screen.
  8. Use the Select a whiteboard box to select the applicable whiteboard.
    The Select a whiteboard box
  9. Use the Select a template box to select the applicable flowsheet template.
  10. Select CREATE PATIENT.
    The CREATE PATIENT box
SmartFlow has information about the patient. The patient whiteboard that you selected in step 8 shows the patient.