A custom whiteboard view allows you to sort patients and organize their presentation in any way you choose.
From the web
Please go Settings > General. Under Sorting Option you can select the Custom option.
If you select Custom Sorting Option, your patients will be grouped according to the custom word or number you enter in the Custom field when adding or editing a patient. For example, if you enter the word 'Boarding' into the Custom field, any patient with the same custom word 'Boarding' will be grouped on the whiteboard.
This can be useful if you want to specify which technician or vet nurse is looking after each patient.
NOTE: Be sure to type the custom word exactly the same for each patient you want to group, including capitalization, as this function is case-sensitive: ie 'Boarding' will not be grouped together with 'boarding:
The Custom Sorting Option is also very useful for scenarios such as listing the order of your surgery cases for the day. By entering '#1', '#2', etc. in the Custom field, you can arrange your patients on the whiteboard in order, as you plan to work through your Surgery list for the day.
NOTE: First, the patient will be sorted by the numeric custom number, and then alphabetically. Also, if listing more than 9 patients, please use "01, 02" etc. Patients with empty custom fields will be at the bottom of the whiteboard, in the order that they were admitted to SmartFlow.
Please refrain from choosing a sorting option from the iPad, as changing the setting here will change the main account setting as well, which may be disruptive to the rest of the practice.
