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: 16/07/2025