Product substitution tool

Overview

Use the product substitution tool to replace at-risk products in patient plans. Products are considered at-risk when they’re no longer in our catalog, are on a long-term backorder, or have limited stock and won’t be replenished. The product substitution tool can help ensure that patients can order the products they need.

Navigating to the product substitution tool

Products appear in the product substitution tool when they pose a risk to patient adherence. Only those that have been recommended by you or ordered in the last three months are displayed––you won’t be able to swap products in plans written by another practitioner in your dispensary.

To go to the Product substitution tool:

1. In the lower-left hand corner, select your name to open the avatar menu.
2. Select Product substitution. 

Substituting at-risk products 

At-risk products are unavailable because they’re back ordered, out of stock, or discontinued. To ensure patient adherence isn’t impacted, consider substituting at-risk products with suggested alternatives.

Substituting at-risk products with a similar product

Products can be substituted with similar products curated by Fullscript’s integrative medical advisory team. 

To substitute an at-risk product with a similar product in the Product substitution tool, find the product you’d like to swap out, then:

1. Using the tabs at the top of the page, choose between Discontinued products, or Out of stock products. For the following steps, we’re going to find a substitute for a discontinued product.

2. Click View plans next to the product you’d like to create a substitution for.
3. Select between Individual or Multi-patient plans as applicable.

4. Find the customer or plan you’d like to provide a replacement product for and click Select replacement. If you’re curating a substitution for multiple patients or plans, use can select them using the check boxes on the left, then click Select bulk replacement.

5. After clicking Select replacement (or Select bulk replacement), select a replacement product from the list. If you’d like to look for another product, click Search catalog at the bottom of the drawer. You can also launch the Smart product comparisons tool by clicking the Compare button.

6. After you’ve selected a replacement or substitute, click Add instructions at the bottom of the drawer.

7. Set the dosage instructions for the new product. Optionally, you can also click the Email patients their updated plan checkbox if you’d like us to notify them of your update.

8. Click Update plan to complete the replacement or substitution.

Substituting at-risk products with a product from the catalog

To substitute an at-risk product with another product from the catalog, find the product you’d like to swap out, then:

1. Using the tabs at the top of the page, choose between Discontinued products, or Out of stock products. For the following steps, we’re going to find a substitute for an out of stock product.

2. Click View plans next to the product you’d like to create a substitution for.
3. Select between Individual or Multi-patient plans as applicable.

4. Find the customer or plan you’d like to provide a substitute product for and click Add substitutes. If you’re curating a substitution for multiple patients or plans, use can select them using the check boxes on the left, then click Select bulk substitutes.

5. Click Search Catalog at the bottom of the substitutions drawer.

6. Use the catalog features as normal to find products that you’d like to add as substitute products. To add a product as a substitute, click Add as substitute in the product card.

7. Once you’ve selected all of the substitutes you’d like (up to a maximum of three), click Next in the product substitutes bar at the top of the page.
8. Set the dosage instructions for the new products. Optionally, you can also click the Email patients their updated plan checkbox if you’d like us to notify them of your update.

9. Click Update plan to complete the replacement or substitution.

Editing a past substitution

To update a completed product substitution, go to the patient’s profile and locate the plan where you added the substitution. Once you’ve found the plan:

1. Click the Edit ( ) button.

   

2. Scroll down to the product with the substitution.
3. Click the More options ( ) button.
4. Click Edit substitutes.

   

5. In the product substitutions drawer, click Select to add a substitute, or Remove if you’d like to remove a substitution.

   

6. When you’re done, click Save.

The patient experience

Replacement alerts in plans

In patient plans, a banner is displayed underneath products that have been given a substitute. Patients will still see the original product, and can click the View substitute button to reveal the alternate product.

Swap alert in past orders

Patients who’ve ordered a product in the past will see a swapped product banner in their order history, at the bottom of any affected order. The original product is displayed, and the swapped product is mentioned and linked to.