Practice Management Support

Edit Trackers for many clients in a batch in Practice Management

You may need to make a change to one of your Trackers that you've applied to many clients and want your changes to apply to all these clients. 
  • An Administrator account or a role that has permission to work with Tracker Templates.
  • A Tracker Template assigned to more than one client.
  1. Select
    Batch
    , then
    Update Trackers
     from the toolbar.
  2. Select the Tracker and the Task you want to edit, then select
    Edit
    .
  3. Edit the fields of the Tracker or Tasks to update it.
  4. To finish, select
    OK
    .

This article applies to:

  • Product: Digita Practice Management