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The dashboard does not show a form

If the Forms section of the dashboard does not show a form, do these troubleshooting steps.

A practice manager did not configure the form to show on the Forms section of the dashboard

Set Show on Main Screen to NO

  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. 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.
  5. Set Show on Main Screen to No.
    The Show on Main Screen setting set to NO
  6. Select Done.
    The Done button

A practice manager did not sync the form to your organization's iPads

Select SEND TO IPADS

  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. Select SEND TO IPADS.
    The SEND TO IPADS button