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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 steps of a workflow task checklist

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

If the sequence of checklist steps is is incorrect, you can change the sequence.

To change the sequence, do this procedure.

Go to the whiteboard of the applicable patient.
Select the applicable patient card.
SmartFlow shows the patient's flowsheet.
Select SHOW WORKFLOW.
SmartFlow shows a WORKFLOW pane.
Select the checklist button of the applicable workflow task.
SmartFlow shows the workflow task checklist.
Hover over the applicable step and use its move handle to drag it to the correct location.

The checklist step have the changed sequence.

Procedure

SmartFlow

Last updated: February 23, 2026