This article applies to:

Assign a Tracker Template to an individual client in Practice Management

An Administrator account or a role that has permission to work with Tracker Templates.

A Tracker Template.

Open the client in Practice Management

.

Select Action
, then Tracker List
.

Select New
.

Select the required Tracker Template, then OK
.

note

You can only select a Tracker Template that's linked to the Services the client is engaged with.

Select the required Service from the dropdown list, then OK
.

Confirm the Tracker tasks and details, then select OK
.