How do I edit a custom protocol?

With custom protocols, you can simplify repetitive tasks by using a customised template. This comes in handy if you want to have a uniform treatment plan within your practice. Moreover, it will save you a lot of time. This article will explain how you can edit an existing custom protocol.

Before you start

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Only the Animana administrator at your practice can manage custom protocols.

Step-by-step instructions

  1. Go to  > General Settings > Custom Protocols.
  2. You will see an overview of existing protocols. Click the protocol you want to open.
  3. Edit the protocol. Read about the available field options here.
  4. Click Save on the top right.

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Updated on 3 February 2025
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