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Prepare for a patient to stay at your practice

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

Document configuration

Forms

Integrations

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

What's new

If necessary, a practice manager can change the name of a form.

To change the name of a form, do this procedure.

Note: You cannot use the SmartFlow iPad app to do this procedure. You must use the SmartFlow web app.

Select the user account button.
SmartFlow shows more settings.
Select SETTINGS.
SmartFlow shows a General screen.
In the TEMPLATES AND FORMS section, select Forms.
SmartFlow shows the Forms screen.
ERROR - unresolved reference (smartflow-task-resuables-forms-1)
ERROR - unresolved reference (smartflow-task-resuables-forms-1)
In the Title box, enter the correct name.
Select Done.
ERROR - unresolved reference (smartflow-task-resuables-forms-1)

The form has the new name.

Procedure

SmartFlow

Practice manager

Last updated: December 8, 2025