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Remove a workflow task from a workflow template

If a workflow task is not necessary, a practice manager can remove it from the workflow template.

Do this procedure to remove a workflow task from a workflow template.
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 selected workflow template screen.
  4. Find the applicable workflow task.
  5. Select the horizontal ellipsis () button.
    The horizontal ellipsis (⋯) button
    Vet Radar shows the Delete button.
  6. Select Delete.
    The Delete button
    Vet Radar removes the workflow task.
  7. If necessary, do steps 4 thru 6 to remove more workflow tasks.
  8. Select Save Changes.
    The Save Changes button
Vet Radar removes the workflow task from the workflow template.