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Use a workflow template to add workflow tasks

You can use workflow templates to quickly and easily add many workflow tasks to a patient's clinical record at the same time.

To add the workflow tasks, do this procedure.
  1. Go to the workflow whiteboard.
  2. Select the applicable patient card.
    Vet Radar shows the patient sheets.
  3. Select the menu button.
    The menu button
    Vet Radar shows the menu pane.
  4. Select Workflow management.
    The Workflow management button
    Vet Radar shows the Workflow management pane.
  5. Find the applicable template and select + ADD.
    The + ADD button
    Note: You can select many workflow templates.
    Vet Radar shows a confirmation message.
    The ✓ Workflow template successfully added confirmation message
  6. Select Save Changes.
    The Save Changes button
The patient's clinical record has the workflow tasks of the workflow template.