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Change the sequence of patients shown in whiteboards automatically

A practice manager can change the sequence of patients that each whiteboard shows. Each whiteboard can have a different sequence.

You set the sequence for each whiteboard on the Whiteboards settings page. When you change the sequence for one whiteboard, the other whiteboards do not change.

Note: You cannot use the SmartFlow iPad app to do this procedure. You must use the SmartFlow web app.
  1. Select the user account button.
    The user account button
  2. Select SETTINGS.
    The SETTINGS command
    SmartFlow shows a General settings screen.
  3. In the SETTINGS section, select Whiteboards.
    The Whiteboards command
    SmartFlow shows a Whiteboards screen.
  4. Find the whiteboard that you want to change.
  5. Select the ellipsis button of the applicable whiteboard.
    Ellipsis button
    SmartFlow shows a list of settings.
  6. Select Edit whiteboard.
    Edit whiteboard button
    SmartFlow shows settings to make changes to the whiteboard.
  7. In the Primary sort box, select a sequence for the whiteboard to show patients.
    Primary sort box
  8. Select Save whiteboard.
    Save whiteboard button

The whiteboard shows patients in the sequence that you selected. Other whiteboards do not change.