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Last modified: June 14, 2024

Fullscript-made supplement plan templates

About Fullscript-made templates

With the help of research, clinical, and industry expertise, our Fullscript Integrative Medical Advisory Team has made recommending supplements even easier with supplement plans made by Fullscript available to you directly in the plan builder. Assisting you with the most relevant therapies, our templates offer a foundation that can be customized to fit a patient’s needs. i.e., dietary restrictions and allergies.

All Fullscript plans are developed using an evidence-informed approach and are available directly in the platform and the Knowledge Center.

Tip!

See Creating and applying templates to learn more about how templates/protocols can save you time.

Applying Fullscript-made templates in the supplement plan tool

Supplement plan templates made by the Fullscript Integrative Medical Advisory team using an evidence-informed approach are available from the supplement plan tool.

To apply a Fullscript template to a supplement plan:

  1. While building a new supplement plan, select Templates from the left-hand navigation menu.
Selecting Templates.
  1. Scroll down to the Made by Fullscript section.
  2. Select the template you’d like to apply to your plan, then click Add to plan.
Selecting Add to plan.
  1. In the upper right hand corner, select Review to personalize the supplement plans by adding products, setting dosage instructionsattaching resources, and applying a message snippet
  2. Once you’ve made your desired changes, create or select the patient(s) you’d like to share the supplement plan with.
Selecting a patient.
  1. Click Send to patient.

Note:

You should use your clinical judgment to customize each supplement plan and determine if a plan is appropriate for a patient.

Sharing Fullscript-made templates with multiple patients

Give your patients access to supplement plans made by Fullscript’s Integrative Medical Advisory team by way of a multi-patient plan.

Note:

If you’re an additional practitioner in a dispensary, the primary practitioner’s Global patient access settings affect your ability to share multi-patient plans. Learn how.

To share a Fullscript-made template as a multi-patient plan:

  1. While building a new supplement plan, select Templates from the left-hand navigation menu.
Selecting Templates.
  1. Scroll down to the Made by Fullscript section.
  2. Select the template you’d like to apply to your plan, then click Add to plan.
  1. Select Review plan to personalize the supplement plans by adding products, setting dosage instructionsattaching resources, and applying a message snippet.
  2. Once you’ve made your desired changes, share the plan with all of your patients, the entire dispensary, or search for and select the patients to share with.
Selecting Multi-patient as the Plan type.
  1. Next, give the plan a name.
Giving the plan a name.
  1. Click Publish plan.

Tip!

You can share multi-patient plans by URL in newsletters, electronic handouts, your website, etc. — anywhere that supports a hyperlink. Learn how!

Requesting new templates from Fullscript

If a search for a template doesn’t yield results, please don’t hesitate to submit a request for new content to us.

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