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Make a property of a form mandatory

A practice manager can make a property of a form mandatory. As a result, persons must complete the property before they can complete the form. For example, if it is necessary to record a client's signature, you can make the Signature property mandatory.

To make a property mandatory, do this procedure.
  1. Select the user account button.
    The user account icon
    SmartFlow shows more settings.
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows the General screen.
  3. In the TEMPLATES AND FORMS section, select Forms.
    The Forms command
    SmartFlow shows the Forms screen.
  4. Hover over the name of the form, and select the applicable form.
    The name of the form
    SmartFlow shows the properties of the form.
  5. Hover over the applicable property.
    SmartFlow shows more settings.
  6. Select the Required button.
    The Required button
    The name of the property shows an asterisk. The asterisk identifies a mandatory property.
  7. Select SAVE.
    The SAVE button
The property is mandatory.