Protocol renewals help you stay on top of which clients need a refill. AnyScript automatically tracks how long a protocol’s products should last based on dosage data and the most recent paid order, then surfaces a renewal status for each protocol. You can filter your protocols list by renewal status, making it straightforward to identify and prioritise clients who need attention.Documentation Index
Fetch the complete documentation index at: https://docs.bhealthpractice.com/llms.txt
Use this file to discover all available pages before exploring further.
How renewal tracking works
For each active protocol, AnyScript calculates a renewal date by looking at when an order was last paid and how many days of supply that order covers. The supply duration comes from each product’s serving size and dosage settings — for example, a product with 60 servings dosed once daily yields a 60-day supply. Products in a protocol are grouped by their individual reorder cadence. Each group gets its own countdown driven by the most recent paid order that included any product in that group. If you have set a fixed refill interval on the protocol (e.g. every 30 days), that overrides per-product grouping and the entire protocol counts down as a single unit. The most urgent group’s status becomes the headline renewal status shown in the protocols list.Renewal statuses
Overdue
The renewal date has passed. The client’s supply has likely run out. This requires immediate follow-up.
Due Soon
The renewal date is within the next 7 days. The client will run out shortly — a good time to reach out or update the protocol.
Upcoming
The renewal date is 8–14 days away. No action is required yet, but you can begin preparing if needed.
On Track
The renewal date is more than 14 days away. The client has sufficient supply.
Protocols that have never had a paid order do not display a renewal status in the list. The badge only appears once there is order history to calculate from.
Finding protocols that need attention
Filter by renewal status
Click the Renewal filter dropdown and select one or more statuses — for example, select Overdue and Due Soon together to see all clients who need urgent attention.Active filter pills appear below the search bar. Click any pill to remove a filter, or click Clear all to reset.
Recommended renewal workflow
Weekly check: Overdue and Due Soon
Start each week by filtering to Overdue and Due Soon. These are the clients whose supplements have either run out or will run out within seven days.
Reach out to the client
Contact the client to prompt a reorder. You can share the protocol link again via the Share Protocol action or resend the “ready to review” email from the protocol detail page’s Email tab.
Update the protocol if needed
If the client’s needs have changed, click Manage on the protocol row, then Edit Protocol to open the builder. Adjust products or quantities as needed, save, and re-share the updated link.
Set or adjust the refill cadence
On the protocol detail page, the Reorder cadence selector in the header lets you fix the renewal interval to 30, 60, or 90 days, or set a custom number of days. Setting a cadence gives you predictability — the entire protocol counts down on a single shared timer. Leaving it on Auto lets each product group renew on its own independently-calculated cycle.