Editing plans

You can remove, swap, or add products and labs to active plans at any time. Changes appear immediately in the patient account.

Removing products from active plans

To remove a product from an active plan:

1. Click Patients in the navigation bar.

2. Click the name of the patient whose plan you want to edit.
3. Click Plans on the patient profile.

4. Find the plan you’d like to edit and click Edit ( ).
5. In the plan drawer, click X next to the product you want to remove.

7. When you’re done editing in the plan drawer, click Review.
8. On the Review plan page, click Update plan. Your patient will receive an email notification about the changes.

Swapping for a similar supplement product

Fullscript’s integrative medical team has curated a list of similar supplement products to help you find suitable alternatives for your patients.

To swap a product in an active plan for a similar product from the patient profile page:

1. Click Plans.
2. Find the plan with the product you’d like to swap and click the Edit ( ) button.

3. Click the product you’d like to swap.
4. Click the Compare checkbox on the product information page.

5. Scroll down to the Smart suggestions section and click a supplement you’d like to compare.
6. Click the Compare checkbox on that product’s information page.

7. Click Compare in the drawer at the bottom of the page.

8. On the compare page, click Add to plan or Remove under the product you want to swap in or out.

9. In the plan drawer heading, click Review.

10. Once you’ve finished updating the plan, click Update plan. Your patient will be notified of the changes you’ve made.

Adding new products and labs

To add a new product or lab to an active plan:

1. In the Patients tab, find the patient whose plan you’d like to update and click their name.

2. Click Plans.
3. Find the plan you’d like to update and click Edit ( ).

4. From the plan drawer, choose Add labs or Add products to include new items, just like you did when first building the plan.

5. When you’re ready, click Review plan in the plan drawer.

6. After making all the necessary updates, click Update plan. Your patient will be notified of the changes you’ve made.

Notifying patients of updates to plans

Patients are sent an email notification any time a plan is updated, but patients can also identify updates in their accounts by referencing the date the product was added. This date updates anytime a change is made.

If you don’t need to make a change but want to notify a patient about an active plan, you can resend a plan notification at any time.