Knowledge base » Protocol Authoring » 1.a Creating a new protocol from scratch
1.a Creating a new protocol from scratch
Creating a new protocol
To create a new protocol from scratch, go to System Administration, then click Protocol Administration, then click ‘Add new protocol’
The New Protocol page will open with fields for setting up the parameters of the protocol.
1. Enter a name for the protocol. Suggested format is Disease/Protocol Name/Drug names in brackets. If personalising for one doctor, add the doctor’s surname in capitals.
2. Enter an abbreviated protocol name. When a protocol is prescribed for a patient this will show next to their name on Manage Appointments list.
3. Enter important or useful clinical notes into ‘Protocol Notes'. You cannot save this page until this field is completed. It’s a good idea to list the main treatment medications and their doses and days of administration in this summary.
4. Enter the date the protocol was last reviewed by the source.
5. Enter the date the protocol will next be reviewed by the source e.g. NSW Cancer Institute.
6. Select the protocol source from the drop-down list
7. The frequency of the Protocol should be entered and the days/weeks etc chosen from the drop-down list
8. Protocol Identifier is where the Protocol ID is entered. Please use either the eviQ ID and version number if applicable, or the system defined by your organisation
9. Protocol version number should be entered here.
10. The Protocol Document is a pdf of supporting information attached to the protocol as a reference for users. Click on this field and the documents file on your computer will open. Click on the document you wish to upload.
11. To view the attached pdf, click ‘Preview Document’
12. Check this box if the protocol is part of a clinical trial or study. A drop-down list will then display the trials at your site for selection
13. When all required fields have been entered click on the ‘Save’ button. You will see that under protocol cycles a grid will appear with a button that creates a new cycle type. Click this button to open and configure a cycle.
To create a new protocol from scratch, go to System Administration, then click Protocol Administration, then click ‘Add new protocol’
The New Protocol page will open with fields for setting up the parameters of the protocol.
1. Enter a name for the protocol. Suggested format is Disease/Protocol Name/Drug names in brackets. If personalising for one doctor, add the doctor’s surname in capitals.
2. Enter an abbreviated protocol name. When a protocol is prescribed for a patient this will show next to their name on Manage Appointments list.
3. Enter important or useful clinical notes into ‘Protocol Notes'. You cannot save this page until this field is completed. It’s a good idea to list the main treatment medications and their doses and days of administration in this summary.
4. Enter the date the protocol was last reviewed by the source.
5. Enter the date the protocol will next be reviewed by the source e.g. NSW Cancer Institute.
6. Select the protocol source from the drop-down list
7. The frequency of the Protocol should be entered and the days/weeks etc chosen from the drop-down list
8. Protocol Identifier is where the Protocol ID is entered. Please use either the eviQ ID and version number if applicable, or the system defined by your organisation
9. Protocol version number should be entered here.
10. The Protocol Document is a pdf of supporting information attached to the protocol as a reference for users. Click on this field and the documents file on your computer will open. Click on the document you wish to upload.
11. To view the attached pdf, click ‘Preview Document’
12. Check this box if the protocol is part of a clinical trial or study. A drop-down list will then display the trials at your site for selection
13. When all required fields have been entered click on the ‘Save’ button. You will see that under protocol cycles a grid will appear with a button that creates a new cycle type. Click this button to open and configure a cycle.
