> ## 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.

# Track and manage protocol renewals in AnyScript

> How AnyScript tracks when a protocol's products are running low, what each renewal status means, and how to use the renewal workflow in your practice.

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.

## 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

<CardGroup cols={2}>
  <Card title="Overdue" icon="alert-circle">
    The renewal date has passed. The client's supply has likely run out. This requires immediate follow-up.
  </Card>

  <Card title="Due Soon" icon="clock">
    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.
  </Card>

  <Card title="Upcoming" icon="calendar">
    The renewal date is 8–14 days away. No action is required yet, but you can begin preparing if needed.
  </Card>

  <Card title="On Track" icon="circle-check">
    The renewal date is more than 14 days away. The client has sufficient supply.
  </Card>
</CardGroup>

<Info>
  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.
</Info>

## Finding protocols that need attention

<Steps>
  <Step title="Open the protocols list">
    Go to **Practice > Protocols**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Review the renewal badge">
    Each row in the table shows a coloured renewal badge alongside the protocol's active/inactive status. The badge reflects the most urgent renewal group for that protocol.
  </Step>
</Steps>

## Recommended renewal workflow

<Steps>
  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Tip>
  For clients on long-term protocols, set a fixed refill cadence that matches your consultation schedule. This makes it easy to time protocol reviews alongside follow-up appointments.
</Tip>

<Warning>
  Renewal tracking only updates when orders have a **paid** status. Draft or pending orders do not start the countdown. If a client's renewal appears stuck as Overdue despite a recent order, confirm the order was marked as paid.
</Warning>