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Dosage instructions are customizable from the treatment plan tool when building treatment plans for a specific patient or creating a general wellness protocol for your patient base! Dosages set in treatment plans or protocols can be updated at any time and update for patients in real-time. Set dosage instructions to help patients plan ahead and place orders that will last for the duration of the protocol.
Tip! Dosage instructions determine the timing of automated refill reminders when an order is placed. These reminders have been shown to encourage refills that help keep patients adherent.
Default dosage instructions
Before covering the types of dosage instructions available, you should know about the save as default dosage option. This option determines which instructions populate each time a product is added to a treatment plan.
To save dosage instructions as your default dosage instructions:
- Set preferred dosage instructions for a product in the treatment plan.
- Select the more options menu ( ), then select Save as default dosage.
This option is available only if the default supplier instructions have been overwritten by custom or text-only dosage instructions.
Note: Default dosage instructions only apply when a product is added from the catalog drawer and won't override dosage instructions in your protocols.
Supplier dosage instructions
Supplier instructions are an advanced dosage setting. Supplier dosage instructions reflect the brand's recommended dosage as indicated on the label. These are auto-filled by default but can be overwritten by saving custom instructions as the product's default instructions. Supplier dosage instructions trigger advanced refill reminders.
To apply supplier dosage instructions, select the pencil icon ( ), then select the more options menu ( ), and click Supplier dosage. This is particularly useful when you have custom dosage instructions saved but prefer to use the supplier's instructions for a specific patient.
Applying supplier dosage instructions to a prescribed product.
Tip! You can replace saved custom dosage instructions for a product by clicking the more options menu ( ) selecting Supplier dosage, then, back in the more options menu, selecting Save as default dosage. This replaces any custom dosage with the supplier's dosage instructions.
Custom dosage instructions
When a product is applied to a treatment plan, the default dosage instructions can be customized to meet the patient's needs. Custom dosage instructions trigger advanced refill reminders.
To edit dosage instructions:
- Select the pencil icon ( ).
- Modify the amount, serving type, frequency, and/or duration.
Tip! Save custom dosage instructions as the product's default dosage instructions by selecting the more options menu ( ), then Save as default dosage.
Setting a duration indicates how long the product is expected to be in the treatment plan. Options range from one week to ongoing. This setting helps patients calculate how many units they should order to adhere to their plan without running out and can lead to cost savings when purchasing higher-quantity sizes (i.e., units, tablets, capsules, etc.) is an option.
Selecting a recommended duration for a product in a treatment plan.
Text-only dosage instructions
Switch to text-only when specific dosage instructions aren't necessary.
Text-only dosage instructions.
Tip! Text-only refill reminders are sent 30 days after a product is ordered from a treatment plan with text-only dosage instructions applied.