Wellness Plans tab
Last updated
Last updated
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.
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:
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:
Create an customize a wellness plan based on a template previously created by the coach user.
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:
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:
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 the information accordingly:
The following confirmation message is displayed:
Click on the Delete button to remove it.
Once a wellness plan is removed, it cannot be recovered.
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:
