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.
2. Select the applicable patient card.
   Note: ezyVet 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 the WORKFLOW pane.
5. In the WORKFLOW section, change the tasks as necessary.
6. Select SAVE AS TEMPLATE.
   
   SmartFlow shows the 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.