Practice Management Support

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.
  1. Open the client in Practice Management
    .
  2. Select
    Action
    , then
    Tracker List
    .
  3. Select
    New
    .
  4. 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.
  5. Select the required Service from the dropdown list, then
    OK
    .
  6. Confirm the Tracker tasks and details, then select
    OK
    .

This article applies to:

  • Product: Digita Practice Management