home

Browse documentation

SmartFlow Knowledge Center

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

Use a form to record client or patient information

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

Make sure that a practice manager configured the necessary form template.T
To record the information, do this procedure.
  1. Go to the whiteboard of the applicable patient.
  2. Select the applicable patient card.
    SmartFlow shows the patient's flowsheet.
  3. In the Forms section, select New form.
    The New form button
    SmartFlow shows a list of form templates that you can make.
  4. Select the applicable form template.
    SmartFlow shows the form.
  5. Record information as necessary.
SmartFlow has the information.