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Add a Protocol

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Enabling protocol-based charting involves adding applicable assessments, required medications, and relevant procedures to a given protocol based on department standards. Having your agency's protocol book available when configuring these protocols in CDX can be helpful, ensuring all targets and appropriate actions are included.

To add a protocol
  1. From any page, go to Administration: Clinical Settings. The Clinical Settings landing page opens.

    TTCDX_clinicalsettingspage.png

  2. Click Add Protocol Configuration. The Add Protocol window opens.
    TTCDX_addprotocol.png

  3. For Protocol, select the protocol you want to associate with applicable assessments, medications, and procedures.

  4. For Protocol Age Category, select the age group for which this protocol will apply.

  5. Click Continue. The Configure: [Protocol Name] page opens.

    TTCDX_configureprotocolpage.png

  6. To add a required procedure for this protocol, click Add Procedure. The Add Event window opens.
    TTCDX_addevent_procedure.png

    • For Procedure, select the procedure that should be performed and documented for the protocol.

    • For the remaining fields, enter any applicable default values that will be associated with this procedure when it is added to a run record.

    • Click Save. The procedure appears in the list of configurations for this protocol.

  7. To add a required medication for this protocol, click Add Medication. The Add Event window opens.

    TTCDX_addevent_medication.png

    • For the fields, enter any applicable default values that will be associated with this medication when it is added to a run record.

  8. To add a required assessment for this protocol, click Add Assessment. The Add Event window opens.

    TTCDX_addevent_assessment.png

    • Select the type of assessment to associate with this protocol.

    • Click Save.

  9. To save the protocol but hold it from publishing, click Save as Inactive.

  10. To save and publish the protocol as active, click Save and Publish.

When saved and published, a run record will not be considered finalized unless each assessment, procedure, and/or medication associated with this chosen protocol are completed. The medic will be responsible for adjusting default values and entering any missing information associated with an event to make the entries accurate per the call.

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