General steps to change non-fixed-time templates to fixed-time templates
It is important to know the general steps to correctly change treatment templates that do not have a fixed time to fixed-time treatment templates.
This table shows the general steps to change templates from non-fixed-time templates to fixed-time templates:
| Step | Procedure | Documentation |
|---|---|---|
| 1 | A practice manager configures the boarding whiteboard. | Configure the boarding whiteboard |
| 2 | Make a test patient in a different whiteboard, and select the applicable template. | Make a patient record directly in SmartFlow |
| 3 | Move the test patient to the boarding whiteboard. | Change a patient's whiteboard (web method) |
| 4 | Make any necessary changes to the flowsheet (for example, change the time of scheduled treatment tasks). | Change a treatment template |
| 5 | Save the flowsheet as a template. | Make a treatment template |
| 6 | Repeat steps one thru five for all necessary templates. | |
| 7 | A practice manager sets FIXED TIME TEMPLATES to Yes. | Configure the type of treatment templates of your SmartFlow site |