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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards: Monitor in-clinic patients

Record workflow tasks for a patient

Change the sequence of workflow tasks

Change the sequence of steps of a workflow task checklist

Remove a workflow task from a flowsheet

Remove a checklist step from a workflow task

Remove many workflow tasks at the same time

Show or hide a patient's workflow tasks (iPad method)

Record treatment for a patient

Make changes to a treatment

Stop treatment

Anesthesia

Invoicing

Discharge

Staff management

Device management

Site configuration

Integrations

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

What's new

Pilot features

Use SmartFlow to record workflow tasks (for example, regular patient cleaning and surgery consent forms).

SmartFlow

Last updated: February 23, 2026