How do I install a custom protocol from a template?

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. Within Animana you are able to create your own custom protocols or you can use a protocol template. For example, a protocol template may help you follow country-specific regulations. This article will explain how to activate a custom protocol from a template.

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Please note that installed templates cannot be adjusted as they are defined by their vendors.

Before you start

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  • In order to manage your custom protocols, you need to have the right settings enabled. Please contact the support team and ask them to activate the functionality.
  • You need to have the correct permission set up in order to use the custom protocols. Please contact your administrator to set this up.

Step-by-step instructions

  1. In your account, go to > General Settings > Custom Protocols.
  2. At the top, click the Install Template button.
  3. You will see a list of available protocol templates. Click on the template you want to install.
  4. Once the template has been installed, the page will update.
  5. When you open any patient or herd file, your new protocol will be available in the “More actions” drop-down menu at the top left of the file.
  6. Once clicked, the installed protocol will be opened and added to that patient or herd file.

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Updated on 1 September 2023

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