Protocols are used to create plans for your clients and allows you to provide them with a combination of food, supplement and lifestyle recommendations.
Creating a Protocol Template
- Go to My Practice > Protocol Templates
- Click on the Fast Action button and click Create new
*If you have linked your Fullscript account then you can use the Create from Fullscript template to use a template added to your Fullscript account.
Enter the Protocol name, Focus, Description, Duration and Protocol Notes. This will be helpful to show what the purpose of the protocol is for, how it will help them and how long they should be following the set of recommendations.
Adding Recommendations to a Protocol Template
Click on the Fast Action button to include different types of recommendations
Add Saved Recommendations
Allows you to quickly add recommendations you have previously saved. Learn more about saving recommendations.
Add Food Recommendation
This allows you to recommend different types of food you would like your client to include, exclude or reduce from their diet.
Add Supplement Recommendation
You can suggest different supplements you would like the client to take or include in their regimen. You can search for supplements in our built in database, add custom supplements or use our Fullscript Integration. Enter the name of the supplement in the search bar and click Select next to the desired brand you would like to recommend.
Learn more about adding custom supplements
Learn more about setting up the Fullscript integration
Add Lifestyle Recommendation
This option allows you to add recommendations related detoxification, digestion, exercise, mindfulness, sleep and stress reduction.
There is also an option to attach files to the protocol which can be used to provide more customized resources to the client to help with their recommendations. This can be something like a short video or PDF document for additional reading. When the protocol is shared with the client they will also receive all of the attached resources.
After you have finished adding your recommendations, you can click on the Save button on the top right corner and choose on of the following options:
Save template: Choose this option to save the protocol as a template and continue editing it.
Save as new protocol: Choose this option to create a protocol based on this template for a specific client
Save as new template: Choose this option to save the current template as a new protocol template
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: