The Smart Flow team is constantly updating and adding new features for your convenience. The whiteboard has improved drastically and we want to make sure you are getting the most out of the system. Here are a few things you might not know about the Smart Flow whiteboard.
1. Custom Display Settings
A newer Smart Flow feature that rolled out recently is the custom whiteboard display settings. This allows you the option to choose which client and patient information you want displayed on your whiteboard.
To choose your settings, you will need to be logged in as a manager. First go to settings, and then choose patient info. Here you can choose which items to display and where. Watch Video Here.
2. Organize by Custom Field
You can sort the patients on your whiteboard by using the custom field in the patient information section.
If you want patients in a specific order on your whiteboard, enter text in the custom field to sort. Make sure you choose this as your sorting options in your settings.
3. Search for Patients
If your whiteboard is filled with patients, try using the search feature to get to the patient quicker.
Click the magnifying glass and then a search bar will appear at the top of your screen.
Whether you are a Smart Flow novice or a pro, we hope you learned a litte more about the latest and greatest features we have to offer. To get even more details, join us for our live webinars!