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Enable a workflow template

If a practice manager wants staff to use a workflow template that is disabled, the practice manager can enable it.

Do this procedure to enable 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 settings of the workflow template.
  4. Enable the Active setting.
    The Active setting
  5. Select Save Changes.
    The Save Changes button
Vet Radar enables the workflow template. Vet Radar shows the workflow template in the Active Templates section. Staff can use the workflow template.