> For the complete documentation index, see [llms.txt](https://docs.suggestic.com/telewellness-portal/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.suggestic.com/telewellness-portal/using-the-telewellness-portal/navigating-the-telewellness-portal/wellness-plan/manage-protocols.md).

# Manage Protocols

A protocol consists of a group of supplements, with dosage and directions, needed to assign during the wellness plan template creation. For example, the Detox Protocol is created with a variety of supplements such as vitamin C, D, Magnesium among others, for each one of this supplements an intake time and day is defined. Later this protocol is assigned to a Wellness Plan.

**Characteristics**

Coaches are responsible to manage protocols. They can execute the following actions:

* [Create](#create-a-protocol), [edit](#edit-a-protocol), [delete](#delete-a-protocol), [share](#undefined) and [duplicate ](#duplicate-a-protocol)a protocol
* A protocol can be private to an individual coach or shared with other coaches
* A protocol can have more than one supplement.&#x20;
* A user can have more than one active protocol at the same time

## Create a Protocol

To create a protocol, click on the New Protocol button:

![](/files/a40PlKi8UEJeaj5tzCfD)

Fill the fields below:

![](/files/0DTPm9SJsWQn0s5ECALu)

### Setup the basic information

* **Name** the new protocol
* **Linked program.** Select a program from the list. This is an optional field
* Set the **length of the protocol** in days. This is an optional field.

### **Add Supplements to the protocol**

Select one or more supplements that will be part of the protocol. From the left list, choose as many supplements as required, then click on the <img src="/files/sBEP674DiWmP2F9T3oaT" alt="" data-size="line">right arrow to move them to the list of added protocols.

To remove one or more protocols, select them from the added list and click on the <img src="/files/zdJlOH9mGzvFbCnFWvt8" alt="" data-size="line"> left arrow:

![](/files/LktAmsFRRBfCjXA2oCuV)

After a supplement is added, define its intake frequency. Click on the down arrow to expand the supplement information:

![](/files/LYL0xakVhjajx0IwM6zk)

**Where:**

* **Select Intake Time** among the following values:

![](/files/WaBR6dshCG3oLTiRgsKa)

* **Serving Name.** This information is filled automatically according to the supplement name.
* **Quantity** of the supplement intake.
* Select the days the supplement will be intake

![](/files/xEeFQ8vC4x225pK7igoR)

Repeat the same steps for all the supplements added.&#x20;

&#x20;Once the protocol information is setup, click on the Save protocol button:

![](/files/ZEL57Hda7f7StOazVdJe)

Check the new protocol under **My Protocols** tab:

![](/files/23VQy5hyl4DZW1vhdwEL)

The protocol is ready to use in a [wellness plan template](/telewellness-portal/using-the-telewellness-portal/navigating-the-telewellness-portal/wellness-plan/manage-wellness-plan-templates.md).

### View a protocol information

After creating a protocol, access its information by clicking on its name:

![](/files/XEtcGkrZjS8iL2c2r6ZU)

The protocol information is displayed in read-only mode:

![](/files/zcBn0rp66HSXsL1tuV5M)

## Share a Protocol

Find all the shared protocols in the **Shared Protocols** tab:

![](/files/AbHx21kj1GG2qhXeWDHE)

Where:

* **Name** of the protocol.
* **Created by.** Name of the coach who created the protocol.
* **Supplements.** One or more supplement names assigned to the protocol.&#x20;
* **Actions.** Duplicate a shared protocol and use the information as needed.

To share a protocol with other coaches, move the toggle from left to right, it will be visible in the **Shared Protocols** tab.&#x20;

![](/files/PeyDQS0VPtfFDhX94CML)

To keep it private to an individual coach, move the toggle from right to left

![](/files/pZZxFW6gUGkHX9XO0ZNS)

## Edit a Protocol

To edit a protocol, click on the ![](/files/gXjW1MVst5wEJyA09Lim) icon:

![](/files/GmycNwdsCMiNCe0BxB5F)

Edit the information as required and then click on the **Save Protocol** button:

![](/files/FfUfQQPk1ht0aZmKABZH)

The **Protocol Updated** message is displayed at the bottom of the page:

![](/files/WzrUjg5vYFJxhPBF4o8L)

## Duplicate a Protocol

To duplicate a protocol, click on the ![](/files/hc3aQqmw54lGhycachDD) icon

![](/files/OCbOL19KAze8yJeiv2iN)

A copy of the protocol is listed at the top of the list:

![](/files/t3LSeyiOrGJTZlV4jhTl)

## Delete a Protocol

To delete a protocol, click on the <img src="/files/6QynLy1iZEomTvD9pWy3" alt="" data-size="line"> icon:

![](/files/C1CMcQuS9oVdFWDmsFn8)

The following confirmation message is displayed:

&#x20;          ![](/files/E80zQqIx9kgTmpyd28fV)

The **Protocol Deleted** message is displayed at the bottom of the page:

![](/files/6XW8SUT00JWtUR2yf5RK)
