TeleWellness Portal
  • Introduction
  • HELPFUL RESOURCES
    • Getting Started
    • FAQ
      • Appointments
      • Meal Plan
  • User Management
    • Roles and Permissions
    • Manage Coaches
      • Coach tab
        • Register a new coach
          • Assign Members
        • Edit an existing coach
      • Calendar tab
        • Appointment Types
        • Appointment Alerts
      • Note Templates tab
    • Manage Members
      • Create a new member
      • Edit member's information
      • Filter members
  • Using the TeleWellness Portal
    • Login and logout to the Portal
    • Navigating the TeleWellness Portal
      • Home
      • Dashboard
      • Admin Dashboard
      • Coach Dashboard
        • Progress Tab
          • Filtering the information
          • Checking the user’s streak progress
          • Checking the user's activities progress
          • Showing the food log history
          • Checking the user's recap questions
          • Checking the user's weight log history
          • Showing user’s program journey
          • Checking user’s water intake history
        • Meal Plan tab
        • Notes tab
        • Appointments tab
        • Lab Tests tab
        • Wellness Plans tab
      • Messages
      • Meal Plans
        • Manage Meal Plans
          • From Scratch
          • Smart Meal Plan
      • Scheduling
      • Wellness Plan
        • Manage Protocols
        • Manage Wellness Plan Templates
    • Note Templates
  • API Reference
    • Generate Authorization Token
    • Appointments
      • Appointment Types
      • Add Appointment Credits
    • Coaches
      • Coach List
      • Update a Coach
      • Create a Coach
      • Invite Coach
    • Members
      • Member List
      • Members List
      • Program List
      • Update member's program
      • Assign Coach to Member
    • Lab Test Reports
      • Lab Test Report List
      • Create a Lab Test Report
      • Update Lab Test Report
      • Delete a Lab Test Report
    • Wellness Plans
      • Create a Supplement Plan for Member
      • Update Member Supplement
      • List Member Supplement Plans
      • Delete Member Supplement Plan
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On this page
  • Access the Wellness Plans
  • Create a Wellness Plan
  • From template
  • From Scratch
  • Change a Wellness Plan status
  • Edit a Wellness Plan
  • Delete a Wellness Plan
  1. Using the TeleWellness Portal
  2. Navigating the TeleWellness Portal
  3. Coach Dashboard

Wellness Plans tab

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Last updated 3 years ago

Use the Wellness Plans option to create supplement or medication plans.

A wellness plan is associated with a member of the portal, therefore it cannot be shared with other members.

Access the Wellness Plans

To access the wellness plans, go to the Members option, choose a member to whom the plan will be created, and then click on the Wellness Plans tab:

Create a Wellness Plan

There are two options to create a Wellness Plan:

To create a note, click on the Wellness Plans tab and then click on the New Plan option. The following two options are displayed:

From template

Click on New Plan, and choose the option:

Choose a template from the list and click on the Continue button:

The created wellness plan is added as follows:

From Scratch

Create an empty plan where you can define the entire supplement plan according to your health requirements.

Click on New plan and select the New option:

Fill in the following information:

Where:

  • Name of the wellness plan

  • Start Date when the supplement plan will start.

  • Plan overview. Give a brief description of the aim of the wellness plan

When a protocol is added, click on the down arrow to check the quantity and name of the supplements. Select the day or days of the supplement intake.

  • Nutrition information related to the wellness plan

  • Exercise recommendations as a complement for the wellness plan.

  • Resources for the wellness plan.

After filling in the information, click on the Create Plan button:

The new wellness plan is created and listed as follows:

Change a Wellness Plan status

Make the wellness plan active or inactive by changing its status. A plan is created with Active status.

To change the status, click on the Status button and change form ACTIVE to INACTIVE and vice versa:

Edit a Wellness Plan

Edit the information accordingly:

Delete a Wellness Plan

The following confirmation message is displayed:

Click on the Delete button to remove it.

Once a wellness plan is removed, it cannot be recovered.

Create an customize a wellness plan based on a previously created by the coach user.

Supplement plan: Select one or more protocols that will be assigned to the wellness plan. From the left list, choose as many protocols as required, then click on the ​right arrow to move them to the list of added protocols:

To edit a wellness plan, click on the icon

To delete a plan, click on the icon:

template
From scratch
From a wellness plan template