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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards: Monitor in-clinic patients

Record workflow tasks for a patient

Record treatment for a patient

Treatment task notes

Treatment task text (staff initials or clinical information)

Add a note to a treatment task (iPad method)

Make changes to a treatment task note

Remove a treatment task note

Show the date and time that you recorded treatment tasks

iPad dictation tool and treatment task notes

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

Pilot features

Use notes to record general information about a patient's treatment.

SmartFlow

Last updated: March 10, 2026