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Remove a workflow template

If a workflow template is not necessary, a practice manager can remove it. After they remove the workflow template, staff cannot add the workflow template to a patient record.

Do this procedure to remove 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. Find the applicable workflow template.
  4. Select the horizontal ellipsis (  ) button.
    The horizontal ellipsis ( ⋯ ) button
  5. Select Delete.
    The Delete button
    Vet Radar shows a warning pop-up window.
  6. Select OK.
    The OK button
    Vet Radar shows a confirmation message:
    The confirmation message
Vet Radar removes the workflow template. Staff cannot add the workflow template to a patient's clinical record.