home

Browse documentation

Browse documentationLearn new skillsDiscover resources
Browse documentationLearn new skillsDiscover resources

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Browse documentation

thumbnailBrowse documentation

Forms

About forms

Use SmartFlow form to record information electronically. For example, use a form to record new patient information or record a patient owner's consent before a procedure.

Each form uses a form template as its source. To make a form template, a practice manager uses the SmartFlow web app. Examples of form templates include:
  • Admission forms
  • Surgery consent forms
  • Euthanasia forms
After a practice manager makes a form template, they must sync the template to your organization's iPads. After they sync the template, you can:
  • Use the plus button in the left sidebar of a whiteboard to make a form from the template
  • Select Forms, then select New form to make a form from the template
Note: You can only use the SmartFlow iPad app to make a form from a form template.
Figure 1. The plus button in the left sidebar of a whiteboard
The plus button in the left sidebar of a whiteboard

Form templates and PINs

A practice manager can configure a form template to use a PIN. As a result, staff must enter a PIN before they can complete a form that uses the applicable form template as its source. For example, a practice manager can configure a form template PIN for a surgery consent form. Thus, a client cannot complete the form unless a staff member enters their PIN. And a staff member can do a check of the consent form before they complete it.

Form buttons

A form has three buttons. This table gives each button and its function:

ButtonFunction
SaveIf you select Save, SmartFlow saves the form but does not complete the form. Select Save when it is necessary to complete the form at a different time.
FinalizeSelect Finalize to complete the form. After you complete the form, you cannot change the form data.
CancelSelect Cancel if you do not want to keep changes that you made to the form.

About the sync of forms information to different PIMS

274c201d-470e-4462-8056-c3541ae40e88:comment:cameron-stewart@idexx.com:1743693692719If your SmartFlow site is integrated with a practice information management system (PIMS), your PIMS can sync client information and patient information to SmartFlow. As a result, SmartFlow can automatically add the information to forms. This table shows the which PIMS can sync which data:274c201d-470e-4462-8056-c3541ae40e88
PIMSData
NeoNeo can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
ezyVetezyVet can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
AnimanaAnimana can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
CornerstoneCornerstone can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
AvimarkAvimark can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
Impromed InfinityImpromed Infinity can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
Impromed EquineImpromed Equine can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
Hippo ManagerHippo Manager can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
VIAVIA can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
HVMSHVMS can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
DVM ManagerDVM Manager can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
StringSoftStringSoft can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
Complete Clinic SoftwareComplete Clinic Software can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
ClienTraxClienTrax can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
Vtech PlatinumVtech Platinum can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
IntraVetIntraVet can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
CUBEXCUBEX can sync:
  • Patient name
  • Patient ID
  • Species
  • Client name
  • phone numbers
  • Email addresses
  • Address information
SmartFlow

Last updated: October 22, 2025

Related Articles: