Protocol assignment lets you put each client onto the protocol that fits their needs, so the right care pathway is in place from the start and the whole team knows which steps to follow.
The right pathway, from day one
Right protocol.
Assign the pathway that fits the client.
From the start.
The right steps are in place from day one.
Team clarity.
Everyone knows which pathway a client is on.
On the record.
Assignments sit with the client's care.
One clear pathway per client
- ✕No clear pathway per client
- ✕Guessing which steps apply
- ✕Pathways in someone's head
Built for how you work
Clinicians
Put clients on the right pathway.
Quality teams
Ensure the right protocol is used.
Managers
See who is on which pathway.
More blocks in the clinical core
Everything in Base works from the same client record.
Calendar
→Schedule appointments across practitioners with availability and room views.
Telehealth
→Run secure video sessions from inside the platform, no extra software.
Forms
→Send intake and clinical forms clients complete before they arrive.
Assessments
→Deliver standardised assessments and track scores over time.
Client profile
→One clinical file per client with history, documents and contacts in one place.
Consent
→Capture and store client consent digitally with an audit trail.
Common questions
Can I assign a protocol to a client?
Yes. Put each client onto the pathway that fits their care.
Is it clear from the start?
Yes. The right steps are in place from day one.
Does the team see the assignment?
Yes. Everyone knows which pathway a client is on.
See the right pathway from day one
A 20-minute walkthrough of Protocols.
