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Add an item to a list

A practice manager can add an item to a table in Lists Management, and give the item a description.

To add an item, do this procedure.
  1. Select the user account button.
    The user account button
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General settings screen.
  3. In the TEMPLATES AND FORMS section, select Lists Management.
    The Lists Management command
  4. At the top of the screen, select the name of the list, then select the applicable list.
    The name of a list
    SmartFlow shows the items of the applicable list.
  5. Select Add item.
    Add item button
    SmartFlow shows an Add item window for the list.
  6. In the Display name box, enter the name of the item.
    Display name box
    Note: The name shows in the Display name column, and staff can select the name in applicable fields in SmartFlow.
  7. Optional: In the Description box, enter a description.
    Description box
    Note: A description can helps your staff know what the item is for. The description shows in the Description column, and the search finds the text of a description.
  8. Select Add.
    Add button
The list has the new item.