Protocols: Editing and Making New Versions

Use the following instructions and author guidelines to modify existing Protocols:

  • Select Protocols from the Libraries menu.

protocols-editing-making-new-versions-1.png

  • If you are the author of a protocol, you can edit and save any protocol that has not been prescribed to a patient.
    • Open any protocol located in the In Hand Health, My Saved, or My Clinic sections by tapping or clicking its capsule.
    • Click the blue Edit button.
    • Make any changes desired.
    • Click the blue Save button to commit your changes.

  • If you are not the author of a protocol or a protocol has already been prescribed to a patient, you can modify and save a New Version with these steps:
    • Open any protocol located in the In Hand Health, My Saved, or My Clinic sections by tapping or clicking its capsule.
    • Click or tap the New Version button to place the protocol in Edit mode. Make any changes desired.
    • Set the Status to Draft and click or tap Save to save the modified version to your Libraries | Protocols | My Saved section and have if available for additional edits.
    • Set the Status to Published and click or tap Save to save the modified version to the Libraries | Protocols | My Saved and Libraries | Protocols | My Clinic sections and make it ready to be prescribed.
    • You will become the author of the New Version.

 

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