Add a New Protocol or Treatment Plan

There are two builder/archives for each lab site, one for oncology and the other for non-oncology. Check the top of the view to determine which you have open.
You must be authorized to build or edit biotherapy protocols and treatment plans. See Overview of the Biotherapy Protocol and Treatment Plan Builder/Editor.
The order templates for new protocols and treatment plans must be activated for use in Biotherapy Order Entry (BOE). See Activating a Template.
Release to Process (reprocessing) is ordered with specifically designed templates that are associated with product cell types in protocols and regimens. For instructions, see Building a Release to Process Template.

If you haven't already, access the builder.
1. Log on to Biotherapy Tools.
2. Hold the mouse pointer over the Protocol/Treatment Plan tab.
3. Mouse over to the specialty you want, Oncology or Non-Oncology, and then click the Builder/Editor option.
New protocols and treatment plans can be created by copying and pasting. Content must include at least one activated/reactivated template to copy. See Copying a New Protocol or Treatment Plan for instructions.

To add a new protocol or treatment plan from scratch:

Click Add Protocol or Add Treatment Plan.
Type the protocol or treatment plan name in the text fields. Press TAB to move to the next field quickly.
If the templates for the protocol/treatment plan should only be available for testing, click to check the Test checkbox.
Click Save.
A message displays if the new protocol or treatment plan is not registered with OnCore. To continue building, click OK. Otherwise, click Cancel.

The list of Protocols or Treatment Plans displays as applicable when the new protocol or treatment plan is saved. New protocols and treatment plans are initially listed at the bottom of the list. Scroll down to display the new entry.

To set a protocol, treatment plan, or default group to Test mode:

Select the protocol, treatment plan, or default group.
Click the Test checkbox beneath the Name field.

Cell types and their activated/reactivated templates can be added one at a time to protocols and treatment plans by copying and pasting. Content must include at least one activated/reactivated template to copy. Cell types can't be pasted into a protocol or treatment plan when they already exist there. See Copying a Product Cell Type or Template for instructions.

To add one or more cell types manually:

Click to check the box to the left of an available cell type to add it, or click to uncheck the box to the left of a current cell type to remove it.
Click Save. A template is added to each current cell type by default.

For each manually added cell type, name the template:

Click a cell type in the builder tree to select it. Selected items display in red.

Type the name of the template. The version number is set by default.
The name of a template for reprocessing existing product must include "XXXXX Release to Process" where XXXXX is the number of the protocol or treatment plan.
Click Save.

By default, Collection, Process, and Release orders are allowed for each template.

To prevent users from writing an unnecessary order, click to uncheck the order type.
Click Save.

Users attempting to write an unavailable type of order are notified that the design of the template does not allow that type of order:

Collection occurs outside of standard collection facilities.
Processing is performed off-site.
Release of fresh product is implicit in the processing order and storage of products is not allowed.

To include comments that can't be seen by ordering providers:

If needed, click to select the template.
Type to add or edit text in the field on the right.

Up to 300 characters are allowed.
When you type, to remind you to save, the background turns blue and the Save button turns red .

Click Save ; the background and button return to normal.

Comments are included in the builder view of the template, but do not print; comments carry over when a new version of the template is created. Comments cannot be seen by ordering providers.

To use the orders and parameters from an existing default template:

If needed, click to select the template in the builder tree.
Click to check Use Default Template on the right.
Click to check the default group that includes the template to copy.
Click to check the template to copy. Only VERIFIED templates are available for copying.
Click Save.

For DFCI only, to assign to a functional group of providers who are notified when there are orders written on the assigned template awaiting confirmation:

If needed, click to select the template.
Click to select one or more functional groups to assign to the template.
Click Save.

For each template:

If you copied an activated/reactivated or default template, edit the Collection, Process, and Release order options as needed. See Editing a Template.
If you start with a blank template, define the Collection, Process, and Release order options as needed. See Adding Orders to a Template.

When a template is ready:

If it can't be activated yet, flag the template for the Pending Activation queue
Activate the template to make it available for ordering in BOE

See also: Options for the Protocol / Treatment Plan Builder / Editor