This article applies to:

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.

Select Batch
, then Update Trackers
from the toolbar.

Select the Tracker and the Task you want to edit, then select Edit
.

Edit the fields of the Tracker or Tasks to update it.

To finish, select OK
.