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The plus button of a whiteboard does not show a form

In whiteboards of the SmartFlow iPad app, select the plus button to show a list of forms. If SmartFlow does not show a form, do these troubleshooting steps.

A practice manager did not configure the form to show in whiteboards

Set the Show on Main Screen system setting to YES

  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 TEMPLATES AND FORMS section, select Forms.
    The Forms command
    SmartFlow shows a Forms screen.
  4. Hover over the name of the form, then select the applicable form.
    The name of the form
    SmartFlow shows form settings.
  5. Select the pencil button that is adjacent to the form name.
    The pencil button adjacent to the name of the form
    SmartFlow shows an Edit Form dialog box.
  6. Set Show on Main Screen to YES.
    The Show on Main Screen setting set to YES
  7. Select Done.
    The Done button

A practice manager did not sync the form to your organization's iPads

Select SEND TO IPADS

  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 TEMPLATES AND FORMS section, select Forms.
    The Forms command
    SmartFlow shows a Forms screen.
  4. Hover over the name of the form, then select the applicable form.
    The name of the form
    SmartFlow shows form settings.
  5. Select SEND TO IPADS.
    The SEND TO IPADS button