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The Templates screen

The Templates screen shows your organization's treatment templates and anesthesia templates. A practice manager can use the Templates screen to configure templates.

Figure 1. The Templates screen
The Templates screen
The Templates screen shows two sections:
  • The FLOWSHEET section
  • the ANESTHESIA section

The FLOWSHEET section shows treatment templates that a staff member used a flowsheet to make. The ANESTHESIA SHEET section shows anesthesia templates that staff used an anesthesia template to make. Each section shows filters that you can use to quickly and easily find specified templates. For example, you can use the filters to show templates that a practice manager locked.

This table has information about each filter and its function:
FilterFunction
NAMEUse the NAME filter to show templates that have the applicable name. For example, if you have many surgery templates, you can enter surgery in the NAME box. As a result, SmartFlow shows templates that have surgery in the name.
FIXED TIMEUse the FIXED TIME filter to show:
  • Fixed time templates only
  • Non-fixed time templates only
LOCK EDITINGUse the LOCK EDITING filter to show:
  • Templates that a practice manager locked
  • Templates that a practice manager did not lock
Note: If a practice manager locks a template:
  • Staff cannot change the parameters of the template
  • Staff cannot remove the template
A practice manager can use the Templates screen to make changes to many templates at the same time. For example, a practice manager can:
  • Lock many templates
  • Remove many templates