{"id":1138,"date":"2025-05-13T16:09:31","date_gmt":"2025-05-13T16:09:31","guid":{"rendered":"https:\/\/getvitaminlab.com\/cms\/blog\/?p=1138"},"modified":"2025-05-13T16:09:32","modified_gmt":"2025-05-13T16:09:32","slug":"creating-custom-protocols","status":"publish","type":"post","link":"https:\/\/prod-practitioner.getvitaminlab.com\/cms\/blog\/general\/creating-custom-protocols\/","title":{"rendered":"Creating and Managing Protocols within your Practitioner Portal."},"content":{"rendered":"\n

As a licensed practitioner with VitaminLab, you have the unique ability to build custom formulations tailored to your patients’ needs in your Practitioner Portal. But beyond Formulas<\/em><\/strong> alone, you can also build comprehensive supplement Protocols<\/em><\/strong>. In this blog, we\u2019ll walk you through everything you need to know about creating and managing Protocols <\/em><\/strong>within your Practitioner Portal – empowering you to streamline care, support better outcomes, and scale your practice with confidence.<\/p>\n\n\n\n

Formulas vs. Protocols<\/strong><\/h3>\n\n\n\n

One of the most common questions we hear from practitioners is: \u201cWhat\u2019s the difference between a Formula and a Protocol?\u201d<\/em> Let\u2019s break it down.<\/p>\n\n\n\n

A Formula<\/strong> is designed for an individual patient. It’s typically named using the patient\u2019s first and last name, and it includes specific ingredients and dosages tailored to that person’s unique needs. A formula can be a mix of single ingredients added individually, and protocols.<\/p>\n\n\n\n

A Protocol<\/strong>, on the other hand, is a standardized set of ingredients and dosages created to support a particular health condition or goal. Protocols are not patient-specific and can be applied across multiple individuals with similar needs. They can however, be modified using our protocol editing feature to a specific patient’s need. In this way, they can be much more personalized but allow for quicker formulation.<\/p>\n\n\n\n

You can recreate any of your favourite go-to shelf formulas as Protocols in your Practitioner Portal, with tweaks and add-ons. You can add more than one Protocol to any Formula\u2014streamlining your process while maintaining a personalized approach.<\/p>\n\n\n\n

Formulas Tab vs My Protocols Tab<\/strong><\/h3>\n\n\n\n

Not sure whether to use the Formulas tab or the My Protocols tab in the left-hand panel of the Practitioner Portal? Here\u2019s how to know which one to use, and when.<\/p>\n\n\n\n

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The Formulas<\/strong> tab is where you go when you’re ready to create a personalized formula for a specific patient. Once you’re on the Formulating page, you can incorporate one or more protocols into that formula\u2014you can also build your protocols from scratch on the formulating page, using the Save as a Protocol button. A step-by-step guide on how to do this is below.<\/p>\n\n\n\n

The My Protocols<\/strong> tab is where you can create, edit, and view all the protocols you\u2019ve created. You can name your protocol anything you like (e.g., Sleep Support<\/em>). Simply click \u201cAdd Protocol,\u201d<\/strong> then \u201cEdit\u201d<\/strong> to begin. From there, you\u2019ll add ingredients one by one, specify dosages, and click \u201cSave.\u201d<\/strong><\/p>\n\n\n\n

Once saved, your protocol will be stored in your ingredient list and are ready for use whenever you’re creating a new formula in the Formulas tab\u2014saving you time while maintaining consistency in care.<\/p>\n\n\n\n

How to Create a Protocol in the Practitioner Portal<\/strong><\/h3>\n\n\n\n

There are two ways to create Protocols within your Practitioner Portal. Both are simple and flexible, depending on your workflow.<\/p>\n\n\n\n

1. Using the \u201cSave as a Protocol\u201d Feature<\/strong><\/h4>\n\n\n\n

This is ideal when you’ve already created a great formula and want to save it as a reusable protocol:<\/p>\n\n\n\n