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Last modified: May 23, 2024

Editing patient profiles

Overview

Practitioners and their staff can edit a patient’s details, including their name, email (some limitations apply), individual discounts, and other optional information directly from a patient’s profile. Once patients have logged into your dispensary, they have the ability to change their name and email address on their own as well.

Note:

No-profit dispensaries can’t manage patient discounts.

Editing patient email addresses

Patient email addresses can only be changed if the patient has never logged into Fullscript with that email address before. If an entry error with a patient’s email address occurs and you can’t correct it, please contact our Customer Success team for assistance.

To edit the email address for a patient who hasn’t logged in:

  1. Click Patients in the navigation bar.
  2. Search for and select the patient.
  3. Click the More options () icon.
  4. Click Edit.
    click edit to edit the patient profile

  5. Update the address in the Email field.
  6. Click Save patient.
    click save patient

Editing patient names

Patients’ first and last names can be changed at any time from their profiles.

To edit a patient’s name:

  1. Click Patients in the navigation bar and search your patient’s name.
  2. Select the patient’s name.
  3. Click the More options ( ) icon.
  4. Click Edit.
  5. Correct the name(s) in the first and last name fields.
  6. Click Save patient.
Editing a patient's name

Editing a patient’s first and last name and clicking Save patient.

Note:

Patients can update their name(s) on their own in their account settings. Changes made by patients simultaneously update patient profiles in your dispensary.

Editing additional information and discounts

Practitioners can add or edit optional details, including individual patient discounts or 1st product order discounts.

Tip!

To set up a dispensary or Autoship & save discount, visit the Discounts and margin tab of the Business financials page.

Additional discounts (profit accounts only)

Dispensaries set up to make a profit can extend an individual discount to patients, which stacks with the dispensary discount to increase patient savings. This discount only applies to the selected patient and can be changed anytime. Extending an individual discount reduces your profit margin.

To edit an individual patient discount:

  1. While on the Patients page, use the search field to look up the patient profile.
  2. Click the More options () icon.
  3. Under Additional information, click + Patient discount.
  4. Select an additional percentage ( ) from the drop-down menu.
  5. Click Save patient.
Under Additional information, click + Patient discount

Adding an additional discount to a patient’s profile.

Tip!

Consider offering a 1st product order discount to encourage a patient’s first order. To enable this discount from a patient’s profile, click + 1st product order discount and select a discount percentage. Increasing a patient’s discount decreases your margin percentage and vice versa.

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