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Lock a template

A practice manager can lock a treatment template or an anesthetic template. If the practice manager locks the template, staff cannot change the treatments of the template or remove the template.

To lock a template, 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 Templates.
    The Templates command
    SmartFlow shows the Templates screen.
  4. If necessary, use the NAME box to find the applicable template.
    The NAME box
  5. Set LOCK EDITING to ON.
    The LOCK EDITING box
The template is locked.