* Name: Enter the Name of the Protocol in this mandatory field. The character limit of this field is 50.
Gender: Select the gender of the Patient which could be Male, Female or Both.
* Age: Enter the range of age in From and Upto fields. While doing so select the option of Years or Months for which this Protocol is applicable. Mandatory for defining both Health Maintenance and Assessment Protocols.
Mode: Select the Mode as Health Maintenance or Assessment Protocol. Health Maintenance is for ICDs in the Past Medical History. Orders selected under this mode appear in the Face Sheet's Health Maintenance cell. Assessment Protocol mode is used for defining potential orders, labs, radiology, consults, procedures and specialty templates for ICDs listed under the ICD tab on the Assessment screen. By default, Health Maintenance mode is selected. It is important to note that when radio button for one mode is selected, the radio button for another is disabled.
ICD Applicable Range: If the Protocol is applicable for all patients in the age group irrespective of their ailments then, do not select any ICD codes. If a specific Protocol needs to be defined for persons suffering from Cardiovascular problems or Hypertension, this can be defined by selecting a range of ICD codes for Cardiovascular problems and another range for Hypertension problems. Upto three such ranges of applicable ICD codes can be defined for a Protocol. Only ICD-10 codes are permitted for new protocol entries; ICD-9 codes are not supported for new additions but remain functional for existing entries. Each ICD Applicable Range supports only ICD-10, and you can view full ICD descriptions through tooltips.
Del: Click on the icon to delete.- From - Upto: Select the desired applicable
ICD range by clicking on the Search
button. First code is shown under From and second code is shown under Upto.
If only one ICD is selected, the same value is displayed in both From and Upto columns.
- Del: Click on the icon to delete.
- Type: Shows the Type as LB, RD, CO or PR based on the radio button selected above. This determines the source list for the next selection step.
- Name: Click on the Add More Tests
icon to invoke the Tests Search popup based on the selected Type. Select one or more Tests to be added to the Type section. - Frequency: Enter a number to define how often the test should occur. The default value set in this field is 0.
- Unit: Select frequency unit – Years, Months, or Weeks.
- CPT/HCPC: CPT/HCPC Codes associated to the Tests are shown here.
- Remarks: Enter reference notes in this field. The character limit of this field is set to 50.
Note:
When an encounter is created, the system evaluates the patient's age on that date, sex, and past medical history to determine the applicable Protocols. For example, a test may be recommended every five years based on the patient’s age, while another Protocol—based on the patient's medical history—may recommend the same test every two years. In such cases, the system applies the more frequent interval, using the minimum applicable frequency. It also checks the date the test was last performed and, based on that, schedules an appropriate health reminder.
SAVE button: Click on the SAVE button to save the changes to the screen. On saving successfully, Save and Approve Successful. message is shown in green and bold font. 
DELETE button: Clicking the DELETE button asks you to confirm, Are you sure you want to delete this record? with options such as OK and Cancel. Click on OK to delete the Clinic Protocol record and see Delete Successful. message. Click on Cancel to revert the deletion step.
RESET button: Click on the RESET button to reset unsaved changes.
HISTORY button: Click on the HISTORY button to invoke the Clinic Protocol History popup. The logs capture Modified By, Date, Modified Notes and User details.