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Change the sequence of workflow tasks of a workflow template

A practice manager can change the sequence that a workflow template adds workflow tasks to a patient's clinical record.

To change the sequence of workflow tasks, do this procedure.
Note: You cannot use the Vet Radar mobile app to do this procedure. You must use the web app.
  1. Select Settings.
    The Settings button
    Vet Radar shows the Settings screen.
  2. Select Workflow Templates.
    The Workflow Templates command
    Vet Radar shows the Workflow Templates screen.
  3. Select the applicable workflow template.
    A workflow template
    Vet Radar shows the settings of the workflow template.
  4. Select and drag the move handle that is adjacent to the applicable workflow task.
    The move handle that is adjacent to the workflow task
  5. Select Save Changes.
    The Save Changes button
Vet Radar shows the workflow tasks in the configured sequence:
The configured sequence