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Prepare for a patient to stay at your practice

Prepare a patient's treatment

Whiteboards

Use filters on the whiteboard

Record general tasks for a patient

Record treatment for a patient

Make changes to a treatment

Stop treatment

Anesthesia

Invoicing

Discharge

Staff management

Device management

Site configuration

Integrations

Analytics

Customer support

Release notes

Glossary

SmartFlow Knowledge Center: New and published

Use filters on the whiteboard

You can use filters on the whiteboard to change the information that the whiteboard shows. For example, you can use filters to configure the whiteboard to show the scheduled treatment tasks of medication treatments.

To use filters, do this procedure.

Select FILTER.
SmartFlow shows the Filter dialog box.
Set the applicable filter to On.
For example, to configure the whiteboard to only show scheduled treatment tasks of medication treatments, make sure that only the Medication filter is set to On.
Select Done.

The whiteboard shows a yellow color to identify if patients have scheduled treatment tasks at the applicable time.

Procedure

SmartFlow

Last updated: August 31, 2025

Whiteboards

SmartFlow Knowledge Center

Get access to documentation, training, and other high-quality resources.

Use filters on the whiteboard

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