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Show or hide the Billing setting of a parameter

Staff can use the Billing setting of a parameter to control if SmartFlow records the invoice information of the parameter. A practice manager can show or hide the Billing setting. For example, if you do not want to staff to change the configuration of the parameter, you can hide the Billing setting. As a result, staff cannot control if SmartFlow records in the invoice information of the parameter.

To show or hide the Billing setting, do this procedure.
Note: If a practice manager connected your SmartFlow site to your practice information management system (PIMS), parameters do not show the Billing setting.
  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 Parameters.
    The Parameters command
    SmartFlow shows the Parameters screen.
  4. To configure SmartFlow to show the Billing setting, set ACCESS BILLING FROM THE WHITEBOARD to YES. To configure SmartFlow to hide the setting, select NO.
    The ACCESS BILLING FROM THE WHITEBOARD setting
SmartFlow shows or hides the Billing setting.