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Vet Radar

Workflow templates

Workflow template configuration

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IDEXX SmartFlow

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Pilot features

Make a workflow template

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.

Do this procedure to make a workflow template.

Note: You cannot use the Vet Radar mobile app to make a custom product. You must use the web app.

Select Settings.
Vet Radar shows the Settings screen.
Select Workflow Templates.

Vet Radar shows the Workflow Templates screen.
Select + Create Workflow Template.

Vet Radar shows the Add Workflow Template screen.
In the Name box, enter the name of the template.
Select + Task.

Vet Radar shows a task box.
Enter information about the task in the task box.
If necessary, do steps 5 and 6 to add more tasks.
Select Create workflow template.