Practice managers can make a workflow template. A practice manager could make a workflow template for the most frequent workflow tasks in your organization (for example, a patient check-in or a patient in surgery). Staff can use the workflow templates to quickly and easily add workflow tasks to a patient sheet.

1. Select Settings.
   
   Vet Radar shows the Settings screen.
2. Select Workflow Templates.
   
   Vet Radar shows the Workflow Templates screen.
3. Select + Create Workflow Template.
   
   Vet Radar shows the Add Workflow Template screen.
4. In the Name box, enter the name of the template.
   
5. Select + Task.
   
   Vet Radar shows a task box.
6. Enter information about the task in the task box.
   
7. If necessary, do steps 5 and 6 to add more tasks.
8. Select Create workflow template.