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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards: Monitor in-clinic patients

Record workflow tasks for a patient

Record treatment for a patient

Make changes to a treatment

Stop treatment

Anesthesia

Invoicing

Discharge

Staff management

Device management

Site configuration

Template configuration

Template configuration troubleshooting

Integrations

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

What's new

Pilot features

If you have problems with template configuration, use this troubleshooting information.

Troubleshooting

SmartFlow

Last updated: August 20, 2026