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1. With the client open, click on the search icon.
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2. Type in “Client Tracking” in the search bar.
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3. Select “Client Tracking (Client)” from the search results.
4. This takes you to the Client Tracking list page. Type the name of the protocol you want to add in the “Select protocol” field.
Enter the start date of this protocol. Click Create.
5. This will add the protocol to the selected client. A popup will indicate that the client flags were added. Click OK.
