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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

Record treatment for a patient

Treatment task notes

Make changes to a treatment task note

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

Make changes to a treatment task note

You can make changes to a note that you made for a treatment task (for example, if the note has incorrect information).

To make changes, do this procedure.

Note: A practice manager can configure the time range that you can make changes to a treatment task note. If you are not in the time range, the flowsheet shows a gray color and you cannot make changes to treatment task notes.

Note: This task is only applicable if the note has more than one word. For more information, refer to Treatment task text (staff initials or clinical information).

Go to the whiteboard of the applicable patient.
Select the applicable patient card.
SmartFlow shows the patient's flowsheet.
Select NOTES.
SmartFlow shows a Notes dialog box.
Find and select the applicable note.
Make changes as necessary.
Select Done.

The note has the changes.

Procedure

SmartFlow

Last updated: March 10, 2026

Treatment task notes

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Make changes to a treatment task note

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