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Configuring Worksheets

Worksheets are available to Pro Team and Enterprise Workflow customers. They come pre-configured with the common point-of-care ultrasound worksheets. Users can start with these or create their own.

To configure worksheets:

  1. Log into Butterfly using your email and password. Note:  Only administrators can configure worksheets.
  2. Select your avatar on the top right corner of the screen and select Organization Settings.
  3. Select the Worksheets tab.

To create a new worksheet:

  1. On the Worksheets tab, click Add.
  2. Name the worksheet.
  3. Add a section to the worksheet.
  4. Select a question type. Question types include multiple choice, checkboxes, long answer, and short answer.
  5. Add as many or as few questions as needed. Questions can be required or optional.
  6. Once complete, select "Save and Exit." The worksheet will now be available for your entire organization.

To modify an existing worksheet:

  1. On the Worksheets tab, find the worksheet you wish to modify and click "Edit."
  2. Make the necessary changes.
  3. To save, select “Save and Exit.” The updated worksheet will be available to your entire organization.

Note that if you update a worksheet that has already been used, existing information will not be changed. Only the studies using this worksheet in the future will feature these changes.

To create a pre-filled worksheet:

Butterfly Workflow enables you to add pre-filled responses to your worksheets. This is particularly useful for common scans.

  1. On the Worksheets tab, find the worksheet you wish to pre-fill and select "Prefill."
  2. Name the prefill.
  3. Fill in the responses to each question that will be pre-filled.
  4. Select "Save and Exit." The prefilled worksheet will be available to your entire organization.
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