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Add a workflow template to a treatment template

A practice manager can add a workflow template to a treatment template. When staff add the treatment template to a patient sheet, Vet Radar automatically adds the workflow tasks of the workflow template to the patient’s clinical record.

Make sure that you made a workflow template.
Do this procedure to add a workflow template to a treatment template.
Note: You cannot use the Vet Radar mobile app to make a custom product. You must use the web app.
  1. Select Settings.
    The Settings button
    Vet Radar shows the Settings screen.
  2. Select Treatment Templates.
    The Treatment Templates command
    Vet Radar shows the Treatment Templates screen.
  3. Find and select the applicable template.
    Vet Radar shows the treatment template settings screen.
  4. In the Linked Workflow Template box, select the applicable workflow template.
    The Linked Workflow Template box
  5. Select Save Changes.
    The Save Changes button
The treatment template has the workflow template. When staff add the treatment template to a patient sheet, Vet Radar automatically adds the workflow tasks of the workflow template to the patient’s clinical record.