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Make a form for a client

You can use a form to record necessary information. For example, you can use forms to record a client's consent before a surgery.

Make sure that a practice manager configured the necessary form.
To make a form, do this procedure.
  1. Go to the applicable whiteboard.
  2. Select the applicable patient card.
    SmartFlow shows the patient's flowsheet.
  3. Select the dashboard button.
    The dashboard button
    SmartFlow shows the dashboard screen.
  4. Select the Forms box.
    The Forms box
    SmartFlow shows the patient's forms.
  5. Select the applicable form.
SmartFlow shows the form. The client can use the form to record the necessary information.