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Configure the boarding whiteboard

A practice manager can configure the boarding whiteboard. If your organization must use both fixed treatment templates and non-fixed treatment templates, you must use the boarding whiteboard.

To configure the boarding whiteboard, 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 SETTINGS section, select Whiteboards.
    The Whiteboards command
    SmartFlow shows the Whiteboards screen.
  4. Select ADD WHITEBOARD.
    The ADD WHITEBOARD button
    SmartFlow shows the Add Whiteboard dialog box.
  5. In the NAME box, select Boarding.
    The NAME box
  6. Select the arrow button that has a green color.
SmartFlow has the boarding whiteboard.