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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

Remove a workflow task from a flowsheet

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

An example of when to remove a workflow task is if you added it accidentally.

To remove a workflow task, 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.
Hover over the applicable workflow cask and select the cross ( ✖ ).
SmartFlow shows a warning pop-up window.
Select OK.

SmartFlow removes the workflow task.

Procedure

SmartFlow

Last updated: February 23, 2026