How to use Treatment Task Templates

Treatment Task Templates allow you to save your frequently used medications or methods of Treatment.

Web Version

• Select the profile icon in the upper right and click “Settings”, then choose “Schedule”.
• Click “Treatment Task Templates” from the top.
• To add a new Treatment select “Add”. You can edit an existing Treatment Task Template by clicking “Edit”.

• You can then name the new Treatment.
• After that choose the schedule if the Treatment needs to reoccur.

• Then enter the medication (name), type (subcutaneous, intermuscular, etc.), and method (oral, injection, etc.) if available.
• If the medication has a withdrawal period you can add that as well.

• Add the bottom you can enter the dosage.

• On the right side, you can edit the Tasks involved with the Treatment.

• To add a Task, click “Add Task”. You can edit or delete Tasks with the ellipses (...) menu next to the Task.

• You can then name the Task, set the number of days it needs to occur on, and choose a Task icon. Colored Task icons are system Tasks that can be completed in the software.

• When you are finished, select the green “Save Changes” button at the bottom.

Updated on: 11/09/2025