IDEXX SmartFlow Support

You can easily modify an existing Treatment Template to suit your needs and then save it for future reference. Below, we've put together all the tools that will help you to add new parameters and tasks, rearrange them or change how they appear in the template from both the web and iPad.

NOTE: You will be able to edit Treatment Template only if you have a Manager, Doctor, or Student role (learn how to change your role HERE) and the Treatment Template is not locked for editing (in this case, you won't be able to save the template with the current name, but will only be able to save it as a new template). Moreover, if you want to edit any Template from the iPad, please make sure that editing from the iPad is enabled in your clinic.

 
From the Web

After opening the patient Flowsheet, you can customize it according to your needs:

• add new parameters, 

• rearrange existing parameters, 

• remove unneeded ones, 

• click on the parameter and change the way it is displayed - edit start time, highlighting frequency and color, change critical values for Monitoring parameters, medication dosage end more (please note what information will be stored in the Treatment Template HERE),

• add, edit, and remove Workflow Tasks,
  

• add Workflow Tasks from another Template.
  

After making all the edits, additions, and changes, you can Save the Treatment Template or just Workflow Template for future reference.

From the iPad

To edit a Treatment Template from the iPad, you first need to enter Editing Mode by clicking the pencil-like button:

Then you can do almost the same editing actions as you perform on the web:

• add new parameters, 

• rearrange existing parameters, 

• remove unneeded ones, 

• click on the parameter and change the way it is displayed - edit start time, highlighting frequency and color, change critical values for Monitoring parameters, medication dosage end more (please note what information will be stored in the Treatment Template HERE),

• add, edit, and remove Workflow Tasks,
  

• add Workflow Tasks from another Template. 

In addition, the iPad version has more convenient bulk editing functions to:

• change the start time and move the highlighting for a group of parameters,

• remove some or all of the parameters at once,
  

• delete more Workflow Tasks at once. 

After making all the edits, additions, and changes, you can Save the Treatment Template or just Workflow Template for future reference. 

Once completed, click the save button and you will automatically be returned to the Treatment mode:

We hope you found this information useful!