Once you've linked your Wellevate account, you'll be able to add Wellevate products to you Practice Better protocols. In this article, we'll show you how to search your Wellevate catalog, compare products, and check product availability before sharing protocols with your clients:
- Adding Wellevate Products to a Protocol
- Viewing Product Details + Comparing Products
- Checking Product Availability
- Retrying Failed Wellevate Recommendations
Adding Wellevate Products to a Protocol
Wellevate products can be added to both protocols and protocol templates. On the protocol summary screen, click the Add a supplement recommendation button or select the same option from the Fast Action Button in the bottom-right corner:
On the Supplement Recommendation page, you'll see an option to search for supplements by name, brand, or category:
Recent products will appear under the search filters if they were previously added to a protocol/template:
You can search for products from multiple brands and categories at once using the picklists below the text box:
Selecting a product from the search results
Click the Select button next to a search result to add the product to your current supplement recommendation. If the product has multiple variants (e.g. 30 capsules, 60 capsules), you'll be prompted to select one to add to your recommendation:
Adjusting Supplement Dosages
Once you've selected a variant, you'll be able to customize the dose, frequency, and duration of the supplement recommendation. The dose is required whereas the frequency and duration fields are optional.
Viewing Product Details + Comparing Products
You can view product details (e.g. MSRP, description, recommended dosage) by clicking on the 3 dots next to the product in your search results:
A popup will appear with additional information on the selected supplement. You can resize, drag, and move this popup around if you need to reference the supplement details while creating your recommendation.
Clicking the 3 dots next to another search result will add the product to the supplement details popup allowing you to easily compare products side-by-side:
Click the [+] button in the top-right corner of a product to add it to your current recommendation.
Checking Product Availability
We recommend checking product availability before sharing protocols with your clients. You can do this by clicking the Check Availability button in the Supplement Recommendations section:
Retrying Failed Wellevate Recommendations
In the event that an associated Wellevate recommendation fails to be created when you publish your protocol, Practice Better will send you an email notification and display a warning message underneath your protocol.
You can click on the More Info button to access additional details regarding the failure and steps to resolve the failure, as well as an option to re-publish your Wellevate recommendation by clicking on the Retry button.
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