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Make a whiteboard

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.

To make a whiteboard, 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 SETTINGS section, select Whiteboards.
    The Whiteboards command
    SmartFlow shows the Whiteboards screen.
  4. Select ADD WHITEBOARD.
    The ADD WHITEBOARD button
    SmartFlow shows the Add Whiteboard dialog box.
  5. In the NAME box, enter the whiteboard name.
    The NAME box
  6. Select the green arrow button.
    The green arrow button
SmartFlow has the whiteboard.