My Protocols
Every practitioner builds their own approach over years. Protocols lets you save what works, organize it by pattern or condition, and apply it to the next patient in seconds — not from memory.
Included on Professional and Clinic plans
You treat the same pattern every week but rebuild the protocol from scratch each time because you didn't save it.
Your best protocols live in scattered notebooks and sticky notes, not in a system you can search.
When you adjust a protocol for a specific patient, the improvement is lost — next time you start from the old version again.
Save any protocol
From a diagnosis you've generated, or one you build from scratch. Acupuncture points, herbal formulas, cupping, moxa, gua sha — the full treatment plan, captured.
Organize by category
Pain, digestion, gynecology, respiratory, mental-emotional, neurological, dermatology, pediatric. Your protocols are grouped the way you think clinically.
Apply to any patient
Found a protocol that fits? Apply it to the current diagnosis or patient in one click. No retyping, no rebuilding — just the right treatment, fast.
Patient-specific customization
Save a protocol customized for a specific patient, or keep a general template. Both live in your library, clearly labeled.
Favorite your go-to protocols
Mark the protocols you use most. They surface first, so your most frequent treatments are always one click away.
Usage tracking
See how many times each protocol has been used. Your most effective treatments reveal themselves through data, not guesswork.
Generate or build
Generate a protocol from a diagnosis, or build one from scratch in the protocol editor. Either way, it's saved in seconds.
Organize and label
Tag it by category, mark it as a favorite, note whether it's general or patient-specific. Your library stays scannable.
Apply when needed
Next time you see a similar pattern, find the protocol and apply it. One click, full treatment plan, ready to go.
Is the Protocols module included in my plan?
Protocols is included on the Professional and Clinic plans. Essentials plan users can upgrade to access the full protocol library.
Can I save protocols from Clinical Synthesis Engine™ diagnoses?
Yes. Any treatment plan generated by the Clinical Synthesis Engine can be saved as a protocol with one click, preserving all points, formulas, and techniques.
Can I build a protocol from scratch?
Yes. The protocol editor lets you add acupuncture points, herbal formulas, and adjunct techniques manually — full control over every detail.
Are my protocols shared with other practitioners?
No. Your protocols are private to your account. On the Clinic plan, you can choose to share protocols with your team.
Can I customize a protocol for a specific patient?
Yes. Save a patient-specific variant of any protocol. It's clearly labeled and lives alongside the general template in your library.
Get started — no credit card required.
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