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        Workflow template configuration

        • About workflow templates

        • Make a workflow template

        • Add a workflow task to a workflow template

        • Remove a workflow task from a workflow template

        • Remove all workflow tasks from a workflow template

        • Enable a workflow template

        • Disable a workflow template

        • Remove a workflow template

        • Change the name of a workflow task of a workflow template

        • Change the sequence of workflow tasks of a workflow template

        • Make the same workflow template again

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  7. Workflow template configuration

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Workflow template configuration

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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
Parent topic: Workflow template configuration
Related concepts
  • About workflow templates
Related tasks
  • Make a workflow template
  • Add a workflow task to a workflow template
  • Remove a workflow task from a workflow template
  • Remove all workflow tasks from a workflow template
  • Enable a workflow template
  • Disable a workflow template
  • Remove a workflow template
  • Change the name of a workflow task of a workflow template
  • Make the same workflow template again

Procedure
Vet Radar
Practice manager

Last updated: July 28, 2024

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Related Articles:

  • Workflow template configuration
  • About workflow templates
  • Make a workflow template
  • Add a workflow task to a workflow template
  • Remove a workflow task from a workflow template
  • Remove all workflow tasks from a workflow template
  • Enable a workflow template
  • Disable a workflow template
  • Remove a workflow template
  • Change the name of a workflow task of a workflow template
  • Make the same workflow template again

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