Setting up your dispensary

Fullscript helps simplify your workflow, grow your practice, and yield better patient outcomes with an online dispensing solution for professional-grade supplements, both virtually or in-office, and recommending lab testing. This article walks you through how to complete your account setup.

To get started:

1. Create your account and select your dispensing tools.
2. Upload your healthcare credentials and select your state of practice.
3. Set up a profit account by setting patient discounts and providing your banking information.
4. Connect Fullscript with your EHR to streamline your practice workflows.

5. Register for labs so you can recommend testing to your patients.

6. Add additional providers and staff members to your Fullscript dispensary.

Already have a patient account?

No problem! To start dispensing to patients or purchasing wholesale products, log out of your existing account and sign up for a provider account. You’ll need to upload your healthcare credentials to complete your account. Be sure to create your dispensary before booking a demo so we can help you customize it during the call.

Uploading your healthcare credentials

Didn’t add your NPI number or upload your credentials during sign-up? No problem — you can do it while setting up and personalizing your provider account. It’s best to do this as soon as possible, as healthcare credentials are required before any wholesale or patient orders can be placed.

To upload your healthcare credentials after creating your provider account:

1. Click the Account setup component at the top of the navigation bar.

2. Click Add credentials.
3. Fill out your information including the state you practice in and your contact phone number.
4. Provide your NPI number, or click Upload credentials to provide your professional information for review by our team.

5. Click Submit when you’ve completed the form.

If a review of your credentials is required, it will typically be completed within one business day of your submission.

Set up a profit account

After you’ve provided us your healthcare credentials, you’ll be given the option to set up a profit account. When you see the Congrats, your Fullscript account is all set! modal, you can click Set up a profit account to prepare your dispensary to generate margin from patient orders.

If you skipped this step or are coming back to it later, accessing this setup step is quick and easy. To begin setting up a profit account:

1. Click the Account setup component near the top of the navigation bar.

2. Click Set up a profit account to open the drawer.
3. Click Set up profit.

4. Complete the form, review Stripe’s Connected Account Agreement, then select Confirm your profit settings at the bottom of the page to submit.

Connect your EHR

You can connect your Fullscript account to over 30 leading EHRs—making it easier to recommend supplements and manage patient care without leaving your workflow. This action can be taken at any time, including during your account set up.

To connect Fullscript with your EHR:

1. Click the Account setup component at the top of the navigation bar.
   
2. Click Connect your EHR.
3. Click the Set up EHR button.
4. On the Integrations page, find your EHR and click on it. You’ll find instructions on how to establish the integration, a button to book a demo, and a button to begin the integration setup.

Register for labs (US only)

Ready to recommend lab tests on Fullscript? Just register your account and sign the necessary forms to get started.

To register for Labs on Fullscript during account setup:

1. Click the Account setup component near the top of the navigation bar.

2. Click Register for labs.
3. In the drawer, click the Register for labs button.

4. On the labs page, click the Register for labs button.

5. Once you register, you can start recommending lab tests to your patients.

Adding additional providers and staff members

Adding providers and staff to your Fullscript dispensary can help you organize your practice and streamline patient care. You can add additional providers and staff during the setup process, or any time after.

To add staff members to your dispensary:

1. Click the Account setup component near the top of the navigation bar.

2. Click Add practitioners and staff.
3. Click the Add staff button.

4. To add an additional provider, click the Add new button on the Staff settings page.
   • If you’re trying to add a staff member, click the Staff tab before clicking Add staff.

Continue building your dispensary

After you’ve completed some or all of these steps, you can continue building your dispensary to better suit the needs of your practice and patients.

Here are some resources to help you continue building your dispensary:

More account setup resources

• Provider account settings
• Securing your practitioner account with multi-factor authentication (MFA)
  • Video: Securing your account with multi-factor authentication
• Maintaining your credentials with Fullscript

Customizing your dispensary

• Personalize your welcome page (self-sign ups)
• Dispensary terminology settings
• Global patient access settings

Catalog access and navigation

• Searching the practitioner catalog
  • Video: How to search your dispensary catalogs
• Catalog permissions and access settings
• Catalog favorites and categories

Labs on Fullscript

• Set up a signing practitioner on your account 
• Authorization Network
• Labs catalog overview

Optimizing your dispensary

• Participating in Fullscript-run patient promotions
• Fullscript buttons for your website
• Embeddable product cards