Creating a protocol for a client from a protocol template
You can reuse a protocol template by going to My Practice > Protocol Templates from the top navigation menu.
Click the Create for.. button next to the protocol template:
This will open a popup allowing you to select a client. Once you've selected a client, we will create a draft protocol for the client based on the template.
You can then make any necessary modifications to the client's protocol, then click Save > Save and publish to send the protocol to your client: