Deep Dive: Creating Professional Protocols and Recommendations for Greater Client Outcomes

Our Business Success Coaches Jen and Brittany share how to format your protocols and recommendations in a way that sets your client up for success, as well as how to seamlessly share them with your client. We’ll also share how you can utilize protocol templates and reuse protocol recommendations to not only streamline your workflow but to help create an amazing client experience.
Contents of the video:
0:00 - 1:29 Housekeeping items and intro to topic
3:22 - 7:15 What are protocols?
7:16 - 15:16 Creating and formatting your protocol template
15:17 - 21:28 Food recommendations
21:29 - 36:37 Supplement recommendations
36:38 - 42:11 Lifestyle recommendations
42:12 - 47:12 Saving recommendations
47:13 - 55:09 Customizing for a client
55:10 - 56:18 Preview of delivered protocol
56:19 - 58:30 Attaching protocols to notes
58:32 - 1:02:28 Pre session check-in form
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Practice Better is the complete client management platform for nutritionists, dietitians, and wellness professionals.
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