Step 3 — Clinical Protocols
A protocol (also called a program) is a reusable plan of activities — workouts, habits, measurements, medications, and biomarker checks — laid out on a schedule. You build a protocol once as a template, then assign it to any client, and it drives what shows up in that client's daily plan. This is how your clinical intent reaches the client every day, not just at the visit.
If you deliver structured programs — a 12-week strength plan, a supplement protocol, a recovery program — this is where you build them. If your care is purely appointment-based, you can keep this light and come back to it later.
Say "Atlas, draft a protocol for …" (for example, "a 6-week post-injury mobility program") and it will build a template from your description for you to review and adjust — faster than starting empty.
A. Build a protocol template
A template is the reusable version of a program — no client attached yet. You define the activities and when each one should appear, and that schedule is what every assigned client inherits.
Create a template and add its activities. Each activity is one thing the client does, and the type determines how it's tracked:
- Exercises and workouts — with sets, reps, or duration.
- Habits — recurring actions you want the client to build (hydration, sleep, a daily walk).
- Measurements — things the client records (weight, a symptom score).
- Medications and supplements — with dosage and timing.
- Biomarker checks — labs or values to track over the program.
For each activity, set the default day and time it appears in the client's plan (for example, "strength work every Monday and Thursday morning"). Recurring activities repeat on that schedule; one-off activities appear once.
B. Assign a protocol to a client
Assigning is what turns a template into a live plan. From the client's profile, assign the protocol, and it populates their daily plan on the schedule you defined — the client sees each activity on its day in their app.
When an activity is meant to happen at a visit — a personal-training session, an in-clinic measurement — link it to the booked appointment. The appointment's real time then overrides the activity's default time, so the client sees one session, not a duplicate.
C. Track progress
As the client completes activities in their app, their progress and adherence show up on their plan, and you can adjust the protocol as they go. Completions are recorded through the platform's single source of truth, so what you see, what the client sees, and what reports show all agree.
Your protocols checklist
- At least one protocol template built with a real schedule of activities
- Template assigned to a test client and visible in that client's plan
- Progress tracking confirmed (mark an activity complete and see it reflect)
Next steps
- Step 4 — Staff & Permissions → — invite your team and set what each role can do.