Creating and applying templates

Use templates to send plans for individual patients or protocols with just a few clicks. You can also share your templates with colleagues in your dispensary, supporting patient wellness across your whole practice.

Our in-house integrative medical advisory team has also curated evidence-based templates that you can explore in the platform and from within Fullscript’s Knowledge Center.

Video: Create and use plan templates

Creating new templates

To build a new template:

1. Click My tools in the left-hand navigation.

2. Select Templates.
3. Click Build template.

4. Enter a Template name and choose who can access it under Provide access to: All staff, Specific staff, or Only you. Then click Next.

5. Create your template the same way you would create a plan, adding products, labs, resources, a message snippet, etc.

6. Click Review template.

7. Add any final details, like custom dosage instructions, then click Save template.

Applying templates to an individual plan

To apply a template to a new plan:

1. Click Patients in the left-hand navigation.

2. Select an existing patient or create a new one.
3. Click Build plan.
4. In the dropdown, click Start with a template.

5. Choose a template to create your plan.

6. Review the template and click Add to plan.

7. Click Review plan.
8. Add or modify the plan to suit your patient’s wellness needs. When you’re finished, click Send to patient.

Applying templates to protocols

Templates can be applied while building a protocol, helping you quickly add supplement recommendations and then customize the protocol with dosage instructions, educational content, resources, lifestyle recommendations, and additional notes. Protocols can then be shared publicly or privately with patients.

To apply a template to a protocol:

1. Click My storefront in the navigation bar.
2. Click Protocols.
3. Click Create protocol in the upper-right corner of the page.

4. Name your protocol, then click Create protocol.
5. Add any products you’d like to include.
6. Click My tools, then Templates in the left-hand navigation.

7. Click Add to protocol on the template you’d like to apply. Templates with labs can’t be added to protocols.

8. Review and customize the protocol as needed. Under Summary, click the Edit (pencil) icon next to the protocol’s access settings.
9. Choose who can access the protocol:

• Public – All patients and visitors
• Private – Patients assigned to me
• Private – Specific patients

10. Click Confirm and publish.

Editing and deleting saved templates

Editing a template

To edit a template:

1. Click My tools in the left-hand navigation.

2. Click Templates.
3. Find the template you’d like to edit and click on it.
4. Click Edit.

5. Make any modifications you need on the Review template page. When you’re finished, click Save template.

Deleting a template

To delete a template:

1. Click My tools in the left-hand navigation.
2. Click Templates
3. Find the template you’d like to edit and click on it.
4. Click the More options ( ).
5. Click Delete.

6. Click Delete again to confirm.