The plan building tool
Last modified: March 12, 2026
Use the supplement plan tool to send personalized supplement plans (recommendations) to your patients by email and/or SMS message.
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plans
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Sharing multi-patient plans
Last modified: March 12, 2026
Multi-patient plans an easy way to grow your practice that supports one-to-many care.
Staff: Creating plans and placing orders for patients
Last modified: March 12, 2026
Using the plan building tool, staff members can create or finalize plans on behalf of practitioners in the dispensary.
Cerbo (by MD HQ) integration
Last modified: December 18, 2025
Cerbo is a uniquely usable, HIPAA-compliant EHR, practice management system, and patient portal built with functional medicine needs and direct primar...
Editing plans
Last modified: March 18, 2026
Easily remove, swap, or add products and labs to active plans at any time. Changes appear immediately in your patient’s account. Patients are notifi...
Creating and applying templates
Last modified: March 31, 2026
Use templates to send plans for individual patients or multiple patients with just a few clicks. You can also share your templates with colleagues in ...
Viewing your plans
Last modified: January 5, 2026
Adding items to your cart from a plan Viewing attachments Similar product suggestions Downloading/printing a plan
Navigating your patient account
Last modified: March 31, 2026
Log in to your account! Select a page from the list below to learn how to use and navigate the platform, or watch the video for a guided walkthrough o...
Elation integration
Last modified: August 13, 2025
An introduction to Elation Elation Health is a technology platform for high-value primary care. Since 2010, Elation has provided clinical-first soluti...
DrChrono Integration
Last modified: August 5, 2025
An introduction to DrChrono DrChrono is a mobile-friendly EHR that simplifies scheduling, charting, billing, and more. With the Fullscript integration...