Protocols

Protocols

Customizing protocols is an advanced feature of TheraOffice Documentation. When a therapist takes the time to setup the protocol list based on their style of practice and physician's instruction, documentation will become fast and extremely accurate.

TheraOffice Documentation ships with standard exercise lists; however, it is highly recommended that the clinic creates custom lists to maximize time savings.

To Add a Protocol:

1. Click Documentation, then Protocol from the backstage menu.

The above example shows the Backstage window.

This will open the Protocols window.

2. Click the Add Protocol link:

The above example shows the Protocol window.

3. Enter desired name for the new protocol.

4. Choose the therapist that the protocol will be used for.

5. Click theAdd Treatment link.

The above example shows theTreatments window.

6. Select desired Exercises, Modalities, and Manual Techniques by checking the box next to each.

Note: Exercises, modalities, and manual techniques can be viewed by selecting each category from the filter on the top of the screen.

7. Click Ok to add the treatments to the Protocol.

Note: If a desired Exercise, Modality, and Manual Technique is not present, click Cancel to go tothe Protocol window.

To Delete a Protocol:

1. From the Protocols window, click Delete Protocol link.

2. Click Yes.