Favourite Protocols can be used when creating a prescription. They are useful to quickly complete a prescription that includes multiple recommendations, prescribed supplements and liquid herbals or compounds. This is especially useful if you see patients regularly for a particular condition.
Create a base prescription as a Favourite Protocol, then after you load it into your current prescription you can tailor it to suit the patient in front of you.
Protocols can be created through 2 ways, by going to:
1) Patients -> Prescribe -> Build out a prescription with notes, recommendations, supplements, herbs etc - > In the top right, select favourite.
Next, go to Content - >favourite protocols -> you can view saved protocols and give them a name such as Gut health stage 1 -> Add keywords, keywords are useful to search through your protocols list. Especially if you have many protocols or similar protocols.
2) Content -> Favourite Protocols -> Add -> Give your protocol a name, such as Gut health stage 1 -> Add keywords, keywords are useful to search through your protocols list. Especially if you have many protocols or similar protocols. You will add the following:
- Practitioner Note
- Patient Note
- Dietary Advice
- Lifestyle Advice
And other relevant fields you may want to have typed up. However, these are the main ones to be filled out. Next, scroll to the very bottom until you see Prescription Items -> Click Add Item.
Please bear in mind, these protocols can be edited for each individual client after inserted into a prescription. Scroll to the top and click save in right hand corner.
Using a Favourite Protocol
Protocols can be used in prescriptions by going to Patients -> Select a patient record -> You can either go from Treatment Note to prescription or straight into a prescription by selecting PRESCRIBE.
Within the prescription, you have the option to Load Favourite Protocols Library right below the prescription details.
This will load your protocols into a window and allow you to choose a protocol. Click the Use Protocol button to load a selected protocol into the current prescription.
Please bear in mind that if you load a protocol, it will replace any existing information in your prescription. Please ensure you load your protocol first then make your changes.
A video below will provide an example of how to create a protocol using way number 1: