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About flowsheets

Use a flowsheet to schedule and record treatment that you give to a patient and to monitor a patient's vitals. A patient must have a flowsheet for each day that they stay at your clinic.

Figure 1. Flowsheet example

Example of a flowsheet
A patient's flowsheet shows:
  • All scheduled treatments for the patient
  • The time of each scheduled treatment task
  • The time that staff completed each treatment task
  • Patient information (for example, patient weight and age)
  • The date
  • A control bar that contains buttons that let you use the flowsheet
  • Notes that have more information about the patient
  • Scheduled workflow tasks (for example, take the patient for a walk)
Note: Flowsheets do not show a patient's preoperative and intraoperative medication. If necessary, you can add parameters for the medication to a flowsheet manually and add the applicable information in a note.

Flowsheets and treatment tasks

When you add a treatment to a flowsheet, you can schedule treatment tasks. Use treatment tasks to identify when staff must complete the related treatment.

Figure 2. Example of a scheduled treatment task

An example of a scheduled treatment task
SmartFlow shows a specified color to identify a scheduled treatment task. When you complete a task, you record information about the treatment. After you complete the task, the cell of the treatment task shows what you recorded. For example, the cell can show:
  • Your initials
  • Numerical values
  • Standard information that a practice manager configured (for example, pulse quality information)
Note: When you schedule treatment tasks, you can set the color that SmartFlow uses to identify the tasks.

Collapsible treatment sections

Note: This feature is only available in the SmartFlow web app.
A flowsheet has its treatments in these sections:
  • Monitoring
  • Activity
  • Procedure
  • Medication
  • Fluids
To hide or show all treatments in a section, select the arrow button in the section header to collapse the section.
Arrow button
To collapse all the sections, select the arrow button adjacent to the time at the top of the flowsheet.
Arrow button
Tip: A long flowsheet is easier to read when you collapse the sections that you do not use.
A collapsed section does not change, cancel, or complete a treatment task. After you collapse a section, the section header shows the number of overdue treatment tasks that it contains.
Number of overdue tasks
Note: SmartFlow only shows each staff member expanded and collapsed sections that they expanded or collapsed. And the flowsheets of other patients do not change.