Add a workflow task to a workflow template
A practice manager can add a workflow task to a workflow template. When staff select the workflow template, Vet Radar adds the workflow task to a patient's clinical record.
Note: You cannot use the Vet Radar mobile app to do this procedure. You must use
the web app.
- Select Settings.Vet Radar shows the Settings screen.
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Select Workflow Templates.
Vet Radar shows the Workflow Templates screen.
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Select the applicable workflow template.
Vet Radar shows the settings of the workflow template.
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Select + Task.
Vet Radar shows a task box.
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Enter information about the task in the task box.
- Select Save Changes.