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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards: Monitor in-clinic patients

Record workflow tasks for a patient

Record treatment for a patient

Make changes to a treatment

Stop treatment

Anesthesia

Invoicing

Discharge

Staff management

About SmartFlow user accounts

Make a SmartFlow user account

Change the permissions role of a user account

Change your user account information

General steps to make many user accounts

Download a CSV file for user account import

Upload a CSV file for user account import

Give a staff member access to SmartFlow without SmartFlow University

Configure session sign out

Staff management troubleshooting

Device management

Site configuration

Integrations

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

What's new

Pilot features

Configure SmartFlow to make sure that your staff can use it easily.

SmartFlow

Last updated: February 16, 2026