Questions, answered
Can’t find what you are looking for? Email us or book a demo and we will walk you through it.
Getting started
Do we need to install anything?
No. Protocol Builder runs in the browser on any computer or tablet.
How does setup work?
We set up your office, products, and branding for you in only a few days. Once that is done, your team can start after a short walkthrough.
Can we use products that are not in your catalog?
Yes. Add custom products, including private label or compounded items, with your own instructions.
Using the software
How do clients receive their regimen?
You can print it, save it as a PDF, or email it. Many practices print one and email a copy.
Can we change product instructions?
Yes. Override any product’s instructions or AM/PM timing in the Editor.
If we change a product later, do old regimens change?
No. Saved regimens keep the product names and instructions they were created with.
Can we look up past regimens?
Yes. The Past Regimens tab groups them by date and lets you filter by month and year.
Privacy and security
Do you store patient information?
No. Client names are used only for the printed sheet and are never saved. Regimens are stored by date only.
Can other offices see our data?
No. Each office’s products, branding, and regimens are kept separate.
What happens if someone leaves a computer logged in?
Sessions log out automatically after 15 minutes of inactivity.
Billing
How much does it cost?
Plans start at $39 per month for up to 15 regimens. Professional is $59 for up to 50, and Advanced is $89 for up to 100. Every plan can add locations, and they share one monthly regimen total. Practices building more than 100 regimens a month, or groups with 4+ locations, can ask about Enterprise pricing. Add-ons and details are on the pricing page.
Can we cancel?
Yes. Plans are month to month.
See it with your own products
Book a 20-minute demo and we will build a sample regimen using products your practice already carries.