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Change the name of a form

If necessary, a practice manager can change the name of a form.

To change the name of a form, 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. Select the pencil button that is adjacent to the name of the form.
    The pencil button adjacent to the name of the form
    SmartFlow shows the Edit Form dialog box.
  6. In the Title box, enter the correct name.
  7. Select Done.
    The Done button
  8. Select SAVE.
    The SAVE button
The form has the new name.