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. Browse to  > General Settings > Custom Protocols.
  2. This page provides an overview of existing protocols available for editing.
  3. Open the protocol to edit by clicking on the appropriate name.
  4. Edit the protocol. Read about the available field options here.
  5. Click Save on the top right.

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Updated on 26 February 2024

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