Set Up Routines

Define usage schedules and instructions for catalog items so patients receive clear guidance in their treatment plans and prescriptions.

Prerequisites

You have catalog.create or catalog.edit permission assigned to your staff role.
A catalog item exists (or you are creating one) that needs a routine.

Navigate to Catalog from the main menu.
Select an existing item or create a new one.
Locate the Routine section on the item form.
Fill in the routine fields:
- Frequency — how often the item should be used (e.g., “twice daily”, “once a month”, “every other day”).
- Duration — how long the patient should continue (e.g., “6 months”, “3 months”, “until next appointment”).
- Instructions — free-text guidance (e.g., “apply morning and night”, “take with food”, “massage into scalp for 2 minutes”).
Click Save.

Required for MEDICATION items. A medication cannot be saved without a complete routine.
Optional for SERVICE, COSMETIC, and SUPPLEMENT items. Recommended so patients receive clear instructions.
Template behavior: When a catalog item is recommended in a session, the default routine defined here is copied to the recommendation. The doctor can then customize it for that specific patient without affecting the catalog default.
Appears in documents: The routine (default or customized) is included in the Treatment Plan and Prescription PDFs.

Keep frequency descriptions clear and unambiguous — patients will read these directly.
Instructions support free text, so you can include detailed application methods, timing relative to meals, or any other relevant guidance.
If you update a routine on a catalog item, existing session recommendations are not affected — they retain the routine that was copied at the time of recommendation.