- Click Protocol Settings from the left sidebar menu.
- Click + NEW PROTOCOL in the top-right corner.
- Enter the protocol name.
- Select monitoring items from the dropdown menu for measurements or assessments.
- Set the frequency to Month(s).
- Enter the number of measurements.
- Under Limit Task Date, select the specific dates when the task should be performed. For example, enter 1–3 to schedule tasks during the first three days of each month.
- Select Never Ends to run the protocol continuously or choose Set Duration to define an end date.
- In the Custom Settings panel on the right, configure Send Report to EHR and Progress Note Reminder settings as needed.
- Click Save in the top-right corner to complete the setup.