If necessary, a practice manager can make a whiteboard. For example if your organization has a new location, a practice manager can make a whiteboard for the location.

1. Select the user account button.
   
2. Select SETTINGS.
   
   SmartFlow shows a General settings screen.
3. In the SETTINGS section, select Whiteboards.
   
   SmartFlow shows the Whiteboards screen.
4. Select + New Whiteboard.
   
   SmartFlow shows the Add Whiteboard dialog box.
5. In the Name box, enter a name for the whiteboard.
   
6. In the Default mode box, select the mode that you want the whiteboard to show.
   
   Note: For more information about whiteboard modes, refer to Whiteboard modes.
7. In the Primary sort box, select a sequence for the whiteboard to show patients.
   
8. (Optional) In the Secondary sort box, select a sequence for the whiteboard to show patients.
   
   Note: SmartFlow shows patients in this sequence if they have the same position in the sequence that you selected in the Primary sort box.
9. To show patient care details in patient cards, set Care details to On.
   
10. Select Create whiteboard.