Last modified: February 12, 2025
Staff: Creating plans and placing orders for patients
Overview
Using the plan building tool, staff members can create or finalize plans on behalf of practitioners in the dispensary. This feature can be especially beneficial for multi-practitioner clinic settings where staff and administrators are responsible for wrapping up appointments with patients.
During this wrap-up time, staff can facilitate a sign-up to Fullscript by adding patients to the dispensary, or by creating or resuming the creation of plan started during the appointment.
Note:
Clerks and staff cannot create or edit multi-patient plans.
Video: Building plans
Creating new plans
To create a new plan:
- Under the Patients tab, use the search bar to find the patient for whom you’re creating a plan and click New plan.
- Find the practitioner for whom you’re creating the plan and click Start plan.
Warning!
While it’s possible to change the assigned provider later in the plan writing process, you will need to start the plan over if you choose to do so after this point.
- Select the necessary products from the catalog. When you’re finished choosing the products, click Review.
- Complete the plan by adding a message or snippet, adjusting the dosage instructions the necessary products, and any other resources or documents.
- Once you’ve finished the plan, click Send to patient.
Note:
Patients will receive an email and/or SMS message notifying them of the new plan. They can follow the link included to sign up or sign in to their account to view it.
Resuming draft supplement plans
To resume a draft of a plan:
- Click Patients tab.
- Search for and select a patient.
Tip!
You can apply filters on the Patients page to refine your results. To view patients with plan drafts, click the Patient status dropdown and select Draft available.
- Find the draft and click Edit in the plan information box.
- Once you’ve completed the plan, click Send to patient.
Note:
Patients will receive an email and/or SMS message notifying them of their new plan. They can follow the link included to sign up or sign in to their account to view it.
Editing active plans
To make changes to active plans:
- Click the Patients tab.
- Search for and select a patient.
Tip!
You can apply filters on the Patients page to refine your results. To view patients with plan drafts, click the Patient status dropdown and select Draft available.
- Find the plan and click Edit in the plan information box.
- When you’re done updating the plan, click Update plan.
Tip!
See Editing plans for more details on editing active plans, swapping products, and notifying patients of changes to their plans.
In-office checkout
Need to process a patient’s order? Use the in-office checkout tool to get patients started on their plans right away.
In-office checkout can improve patient adherence by getting orders placed to the patient’s address right away, making it even easier for your patient to get started on their plan! It’s also great to use as a helping hand for your less-than-tech-savvy clientele.
Sending a plan and placing the order
Jump right into in-office checkout from the plan builder tool by clicking In-office checkout when completing your changes. You can find the In-office checkout button using the dropdown to the right of the Send to patient or Update plan button.
Adding products to a patient’s basket from their patient profile
You can also start an in-office checkout order by adding them directly from the plans in the patient’s profile.
To add products to in-office checkout from a client’s profile:
- Scroll to the appropriate plan and find the item you’re looking to add to the patient’s basket. Then click Add to in-office checkout.
- After you’ve added all desired products wit hte patient’s basket, click In-office cart ( ) to begin in-office checkout.
