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Lock many templates at the same time

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. If necessary, the practice manager can lock many templates at the same time. As a result, it is not necessary to manually lock each template.

To lock many templates, 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. Select the checkbox that is adjacent to each template.
    The checkbox that is adjacent to a template
  5. Set LOCK EDITING of one of the templates to ON.
    The LOCK EDITING setting set to ON
    SmartFlow automatically sets LOCK EDITING of each template to ON.
SmartFlow locks the templates.