- In the Client dashboard, scroll down and click the “Add New Protocol” button.
- You have the choice of selecting (and modifying) a Protocol.
- If creating a new one, you will first specify the name.
- If using an existing Protocol, select it from the list
- To add a supplement, click the “Add Supplement” button.
- As you type in the name, supplements will be suggested. If you do not find yours simply hit enter to have it added
- Enter dosage, units, notes, frequency and duration, then click the “Save Supplement” button.
- As supplements are added they will appear in the schedule below.
- Once all supplements have been added, you can save, or save and email the client with a PDF attachment of the Protocol.
- Saving the template allows you to use it in future clients.