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Configure a property to automatically enter applicable data

A practice manager can enable a property to automatically enter applicable data. For example, the practice manager can configure a consent form to automatically enter patient information. As a result, the client does not need to enter information again.

To configure a property, do this procedure.
  1. Select the user account button.
    The user account icon
    SmartFlow shows more settings.
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows the General screen.
  3. In the TEMPLATES AND FORMS section, select Forms.
    The Forms command
    SmartFlow shows the Forms screen.
  4. Hover over the name of the form, and select the applicable form.
    The name of the form
    SmartFlow shows the properties of the form.
  5. Hover over the applicable property.
    SmartFlow shows more settings.
  6. Select the Autofill button.
    The Autofill button
  7. Select SAVE.
    The SAVE button
The property has the configuration.