1. Click the Add Patient button
   • A modal will pop up.
2. Enter Patient Information
   • Enter the patient's first name, last name, and email address.
3. Click Save
   • Repeat this step if you need to add more patients.
4. Send Invitations
   • When finished, click Send Invite.

1. Click the "New Patient Order" button
   • The product listing page wil load
2. Add Products
   • Click the Add button on all products needed to complete the order.
3. Proceed to Configure Packs
   • After selecting all products, click Configure Packs at the bottom of the screen.
4. Assign the Order to a Patient
   • Select the patient who will receive the order from the dropdown menu.
5. Add Products to Packs
   • Click Add Products for the specific time of day your patient will take each pack.
6. Name the Pack
   • In the pop-up window, name the pack (e.g., "Foundational Pack").
7. Set Product Quantities
   • Specify the quantity for the products to be administered at that time of day.
   • Click Save.
8. Repeat for Additional Packs
   • Repeat steps 4-6 for all desired packs.
9. Add More Products (if needed)
   • If additional products are required, click Add More Products.
10. Finalize the Order
    • Once all packs are configured, click Finish Order.

Create a New Protocol

1. Click "Add Protocol"
   • The product listing page will load.
2. Add Products
   • Click the Add button on all products needed for the protocol.
3. Configure Protocol Packs
   • After selecting all products, click Configure Protocol Packs at the bottom of the screen.
4. Name the Protocol
   • On the configuration page, enter a name for the protocol.
5. Add Products to Packs
   • Click Add Products for the specific time of day your patient will take each pack.
6. Name the Pack
   • In the pop-up window, name the pack (e.g., "Foundation").
7. Set Product Quantities
   • Specify the quantity for the products to be administered at that time of day.
   • Click Save.

Send a Protocol

1. Select a Protocol
   • Choose a protocol.
2. Open the Actions Menu
   • Click the Actions dropdown and select Assign Protocol.
3. Choose Patient(s)
   • Select either Individual Patient or Multiple Patients.
   • If assigning to an individual patient:
     • Select the intended patient from the dropdown menu.
4. Complete the Checkout
   • Depending on the method, you can choose one of the following:
     • Send to Patient
       • You will be required to select the duration, and can also add the shipping address, payment method, discount or start date.
     • Purchase for Patient
       • You will be required to select a shipping address, payment method, and duration. You can also add a discount or start date.