The plan building tool
Last modified: February 12, 2025
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: February 19, 2025
Multi-patient plans an easy way to grow your practice that supports one-to-many care.
Product substitution tool
Last modified: April 17, 2025
Use the product substitution tool to replace at-risk products in patient plans. Products are considered at-risk when they're no longer in our catalog,...
Staff: Creating plans and placing orders for patients
Last modified: February 12, 2025
Using the plan building tool, staff members can create or finalize plans on behalf of practitioners in the dispensary.
Navigating your patient account
Last modified: April 1, 2025
Log in to your account! Patient account navigation Select a page from the list below to learn how to use and navigate the platform, or watch the video...
Elation integration
Last modified: February 12, 2025
An introduction to Elation Elation Health is a technology platform for high-value primary care. Since 2010, Elation has provided clinical-first soluti...
Viewing community plans from your practitioner
Last modified: February 12, 2025
Community plans are commonly recommended supplement plans shared by your practitioner or healthcare provider to support general wellness without an ap...
Viewing your plans
Last modified: March 12, 2025
Overview Adding items to your cart from a plan Viewing attachments Similar product suggestions
Editing plans
Last modified: February 12, 2025
Overview To help your patients reach their wellness goals, we’ve made it easy to remove and swap products from active plans. Changes to plans ar...
Plan requests
Last modified: February 12, 2025
Although new patients won't have access to plan-only products in your open catalog, they can now request plans, which are proven to boost patient adhe...