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Reviewing Change Requests

When you modify an active protocol — adding, removing, or updating products — a change request is created. This lets you track modifications and, if configured, notify your patient.

What Triggers a Change Request​

Change requests are created when you:

  • Add a new product to an existing protocol.
  • Remove a product from a protocol.
  • Change the quantity or dosing schedule of a product.

Viewing Change Requests​

  1. Click Change Requests in the sidebar under Patients.
  2. You will see a list of all pending and completed change requests.

Each change request shows:

  • The customer name.
  • What was changed (items added, removed, or updated).
  • The status of the request.
  • The date it was created.

Change Request Statuses​

StatusDescription
PendingThe change has been submitted and is awaiting processing.
ApprovedThe change has been applied to the subscription.
RejectedThe change was not applied.
CancelledThe change request was cancelled before processing.

Patient Notifications​

If you have Change request emails enabled in Settings > Notifications, your patient will receive an email when their protocol change is approved. They can review the changes in their customer portal.