Moving your Rupa account to Fullscript

Fullscript and Rupa are coming together to support whole-person care in one platform. Once your practice is eligible, you’ll be guided through a short process to move your labs workflow from Rupa to Fullscript.

On Fullscript, you’ll be able to:

• Order labs, recommend supplements, and manage patient care in one place
• Access flexible billing options, phlebotomy services, and real-time order updates
• Use clinical decision support tools to help interpret lab results

Your existing Rupa data will transfer automatically, including order history, patients, favorites, custom panels, bundles, preferred phlebotomists, results notification preferences, and text snippets.

This guide walks you through the steps to move your account and finish setting up labs on Fullscript.

Eligibility for moving to Fullscript

Your practice will only be asked to move once the tests, features, and integrations you use on Rupa are available on Fullscript. You’ll be notified when you’re eligible, with a 14-day window to complete the move.

What to expect before your move

To help your practice prepare, we’ll share resources and reminders ahead of your move.

• Prepare with a personalized toolkit. About four weeks before your move window opens, you’ll receive a toolkit tailored to your lab usage, including a practice checklist, a platform comparison, and patient-ready resources.
• Review your account settings. Confirm that your Rupa account details—such as license, NPI, and team member emails—are up to date. If you manage multiple Rupa or Fullscript accounts, decide which Fullscript account will receive your Rupa labs data.
• Continue placing orders through Rupa. Keep placing lab orders on Rupa as usual until you start the move. Any testing already in progress will continue without disruption.
• Watch for your invitation. When your 14-day move window opens, your team will be notified by email and through a banner in your Rupa dashboard. From there, you’ll start the transfer through a short guided process.

Move your Rupa account to Fullscript

The steps to move your Rupa account depend on your account type. Choose the tab that matches your setup to begin your move.

• Solo practitioner account
• Multi-practitioner account

To begin moving your solo practitioner account:

1. While logged into your Rupa account, click Move to Fullscript in the pop-up or banner.
2. On the Moving from Rupa to Fullscript screen, review each section and follow the prompts to continue.

3. When asked if you already use Fullscript, choose either Yes, use my existing Fullscript account or No, create a new Fullscript account to ensure your Rupa data and order history transfer correctly.

Note: The Fullscript account selected during this step will become the destination for your Rupa labs data. Make sure you’re selecting the correct Fullscript account before continuing.

4. Click Next.
5. Based on your answer in the previous step, you’ll either sign in to your Fullscript account or create a new account.
6. Connect your Rupa Health account to Fullscript by clicking Authorize access.

7. When prompted, click Authorize to allow Fullscript to access your Rupa account.

8. If prompted, review the confirmation details, then click Confirm.

After confirming your move, you may be asked to match accounts or patients before completing account setup. Once setup is complete, you’ll be taken to Fullscript.

Note:

If you have staff members on Rupa, they will move automatically alongside you. As the provider, you may be prompted to match your staff to their corresponding Fullscript account (or invite to join) before you can finish the move.

Multi-practitioner accounts move to Fullscript through a scheduled overnight data transfer. Your practice’s designated Account Owner will schedule the move on behalf of the entire practice during off-hours (1–4am EST) on the selected date. Before scheduling your move, make sure to view or update your team’s Account Owner in your Rupa settings.

To schedule the move of a multi-practitioner Rupa account to Fullscript:

1. Click Schedule Now in the pop-up window.
2. Review the information in each section and follow the prompts to continue.

3. When asked if you already use Fullscript, choose either Yes, use my existing Fullscript account or No, create a new Fullscript account.

Note: The Fullscript account selected during this step will become the destination for your Rupa labs data.

If you’re part of a multi-practitioner clinic, this choice determines where your entire team’s Rupa data will be transferred. Data from a single Rupa account cannot be split across multiple Fullscript accounts, so confirm you’re selecting the correct Fullscript account before continuing.

If you’re unsure which account to use, contact support before continuing.

4. Click Next.
5. Based on your answer in the previous step, you’ll either sign in to your Fullscript account or create a new one.
6. After you sign in or create an account, connect your Rupa Health account to Fullscript by clicking Authorize access.

7. When prompted, click Authorize to allow Fullscript to access your Rupa account.

8. You’ll see a notice that everyone in your account will be moved to Fullscript. Click Confirm.
9. On the Moving your team members to Fullscript page, click Start.

10. Match practitioners and staff to their Fullscript accounts (or select Invite to join).

11. Click I’m Ready! Move my data to Fullscript.
12. Select the date you’d like to schedule your move to Fullscript.
13. Click Schedule Move!

After you schedule your move, you’ll see a banner in Rupa confirming your move date and time. Continue placing orders on Rupa as usual until the evening of your scheduled move. Any in-progress orders will continue without disruption to patient testing.

After confirming your move, you may be asked to match accounts or patients before completing account setup. Once setup is complete, you’ll be taken to Fullscript.

Review and match patient accounts

In some cases, you may be asked to review and match patient accounts before your data transfer is complete. This happens when a patient in Rupa has the same email address as a patient in Fullscript, but their name appears slightly different. Reviewing these matches helps make sure patient data is transferred to the correct profile.

To review and match patient accounts:

1. On the Moving your patient data to Fullscript screen, click Start.

2. Compare the patient shown from Rupa with the patient shown in Fullscript.
3. For each match, select Same person or Different person.

4. After reviewing all matches, click I’m Ready! Move my data to Fullscript.

If you select Different person, Fullscript will create a separate patient profile under the same email address.

Complete account setup

After matching any staff or patient accounts, you’ll complete a few final registration and account setup steps before entering Fullscript. Depending on your account and ordering access, some screens may vary.

1. Review and confirm your account details.

2. Complete labs registration.

3. If prompted, review your ordering access and authorization network settings.

4. Accept the Labs Terms of Service.
5. Sign the Business Associate Agreement (BAA).

Once these steps are complete, you’ll be taken to Fullscript.

Finish setting up in Fullscript

After completing registration and account setup, you’ll arrive on a personalized Home page designed for practices moving from Rupa. This experience is available for 30 days after your move and helps you review imported data, learn key workflows, and complete any remaining setup tasks.

Take the guided tour

When you first arrive in Fullscript, you’ll see a welcome message with the option to start a guided tour.

The tour introduces the main areas of Fullscript and shows you where to find your Home page, lab orders, catalog, account settings, and tools for creating your first plan.

You can take the tour immediately or skip it and explore Fullscript on your own.

Review imported data

As your information imports from Rupa, you’ll see progress directly on your Home page. Depending on your account, imported data may include patients, lab orders, test results, favorites, custom panels, and bundles or templates.

You can continue using Fullscript while your data imports in the background. Select any item to view imported records and track progress.

Complete remaining setup tasks

Your Home page includes a personalized list of recommended setup tasks based on how your Rupa account was configured.

Depending on your account, you may see tasks such as:

• Reconnect your EHR
• Set practitioner pay as your default payment method
• Manage your clinic’s signing practitioner
• Set up a custom fee
• Order specialty kits for in-office use

Select any task to open the corresponding setup page in Fullscript.

Most practices won’t need to complete labs registration or account confirmation at this stage because these steps are now completed before entering Fullscript. If registration or account setup couldn’t be completed earlier, those tasks may appear here so you can finish them later.

Learn how to place a lab order on Fullscript

The Home page includes a short walkthrough video that introduces the Fullscript ordering workflow.

On Fullscript, lab orders are created as part of a plan, which can include labs, supplements, lifestyle recommendations, and resources in one place.

To get started, select Build a plan. You can begin immediately or complete the guided tour first.

Supporting your move to Fullscript

Our Customer Support team is here to help before, during, and after your move to Fullscript. Our team has experience with both Rupa and Fullscript and can support you through each step of the transition.

If you’re looking for additional guidance during your move, the following articles may help:

• Getting started with labs on Fullscript after moving from Rupa
• Selecting your account owner in Rupa
• Moving from Rupa to Fullscript: Lab ordering access and the authorization network
• Finding Rupa Health data in your provider account
• What it means to be view-only on Rupa
• Staff: Moving from Rupa to Fullscript
• Moving your Rupa account to Fullscript | Video
• Moving your multi-practitioner Rupa account to Fullscript | Video

You can also contact our team directly: