home

Browse documentation

Browse documentationLearn new skillsDiscover resources
Browse documentationLearn new skillsDiscover resources

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Browse documentation

thumbnailBrowse documentation

Whiteboards: Monitor in-clinic patients

About whiteboards

A whiteboard gives staff quick access to information about all patients in an applicable area of your organization. For example, your organization can have a whiteboard for a treatment room and a whiteboard for a boarding department.

Figure 1. Example of a whiteboard
Example of a whiteboard
For each patient in a whiteboard, SmartFlow shows:
  • Patient cards that have information about the patient and applicable client
  • The patient's scheduled treatment tasks, or workflow tasks, or both
SmartFlow has a whiteboard screen that can show:
  • The patients of one whiteboard
  • The patients of many whiteboards
  • The patients of all whiteboards
  • The patients of a view
To change the whiteboard that the whiteboard screen shows, select the name of the whiteboard.
The ALL WHITEBOARDS button
In the whiteboard screen, you can:
  • Show patient flowsheets
  • Change patient information
  • Change client information
  • Make temporary patient records

Whiteboard views

Note: This feature is only available for Early Adopters customers. The feature will be available for all customers at a later date.

A view is a saved combination of one or more whiteboards. The whiteboard screen shows a view as one whiteboard. A view lets you change the patients and information that the whiteboard screen shows in one step. As a result, you do not have to configure the whiteboard each time.

A view keeps these settings together:
  • The whiteboards that the view includes
  • The sequence of the patients
  • The view mode (for example, timeline or workflow)
  • If the care details column shows

A practice manager makes and changes the whiteboard views. For information, refer to: Make a whiteboard view.

To show a whiteboard view, use the Select a view button at the top of the whiteboard screen.Select a view button

Treatment tasks that staff did not complete

Whiteboards can show numbers to identify the quantity of scheduled treatment tasks that staff did not complete, if these conditions agree:
  • The patient has a flowsheet
  • The patient has a flowsheet for a different day
  • You did not complete a treatment task of the flowsheet of the different day

To remove the number, complete the applicable treatment tasks (as an alternative, you can remove the task).

Patient care details

Note: This feature is only available for Early Adopters customers. The feature will be available for all customers at a later date.
A patient card in a whiteboard can show a care details column. To show or hide the care details column, use the Whiteboards settings page. You can show or hide the care details column for each whiteboard and for each view. The care details column shows this information for each patient:
Attendee
The initials of the staff member that attends to the patient. The initials can have a maximum of three characters.
Demeanor
The demeanor of the patient. You select the demeanor from a list. The demeanor is not the same as the demeanor in your practice management system.
FAS score
The Fear, Anxiety, and Stress (FAS) score of the patient. The score is a number from 0 to 5.
Figure 2. Example of care details in a patient card
Care details
Tip: To expand the care details information, select the arrow button above the care details column in a whiteboard.
Expand care details button

Patient colors

Note: This feature is only available for Early Adopters customers. The feature will be available for all customers at a later date.

A whiteboard can show a color legend. A color legend shows the meaning of each patient color that your organization uses. For example, your organization can use a color to identify the patients that have a critical condition.

A practice manager makes the patient colors and their legends. Staff can then assign a color to a patient.

For more information about patient colors, refer to: Patient colors.

Whiteboard modes

Whiteboards have three modes. You can use each mode to show different patient information. This tables shows each mode and its function:

View modeFunction
TimelineThe timeline mode shows a patient's treatment tasks.
WorkflowThe workflow mode shows a patient's workflow tasks.
HybridThe hybrid mode shows both a patient's treatment tasks and a patient's workflow tasks.
To change a whiteboard's mode, select the applicable mode in the right side of the screen:
Whiteboard view modes

Whiteboard filters

Use whiteboard filters to change the information that a whiteboard shows. For example, you can use the filters to configure a whiteboard to only show treatment tasks of an applicable treatment type. The applicable treatment types that you can select are:
  • Monitoring
  • Activity
  • Medication
  • Procedure
To use filters, select the FILTER button:
The FILTER button

Full-screen mode

SmartFlow has a full-screen mode for whiteboards. To use the full-screen mode, select the full-screen button:
The full-screen button

When a whiteboard is in full-screen mode, it shows more patients. For example, if your organization has many admitted patients, you can use full-screen mode to show all the patients at the same time.

Note: If a whiteboard is in full-screen mode, you cannot:
  • Show a patient's treatment sheet
  • Make a temporary patient record

The flickering feature

Whiteboards have a flickering feature. If you activate the flickering feature, treatment tasks that you missed or are due flash on the whiteboard. To activate or deactivate the flickering feature, select FLICKERING:
The FLICKERING command
Note: If the flickering icon is blue, the flickering feature is activated. If the flickering icon is gray, the feature is deactivated.
SmartFlow

Last updated: August 20, 2026

Related Articles: