You can save the workflow tasks of a flowsheet to make a workflow template. Then you can use the workflow template to quickly and easily add the workflow tasks to a different flowsheet.

1. Go to the whiteboard of the applicable patient.
2. Select the applicable patient card.
   Note: IDEXX customer support recommends that you use a test patient to make treatment templates.
   SmartFlow shows the patient's flowsheet.
3. Remove each parameter from the flowsheet.
4. Select SHOW WORKFLOW.
   
   SmartFlow shows a WORKFLOW pane.
5. In the WORKFLOW section, change the tasks as necessary.
6. Select SAVE AS TEMPLATE.
   
   SmartFlow shows a Save As Template dialog box.
7. In the Name box, enter the applicable name of the template.
   
   Tip: IDEXX customer support recommends that you use the word Workflow in the template name.
8. Select Done.