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Last modified: August 1, 2025

Staff: Creating plans and placing orders for patients

Staff

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 can’t create or edit multi-patient plans.

Video: Building plans

Creating new plans

To create a new plan for a specific patient:

  1. Click the Patients tab.
Click the Patients tab.
  1. Use the search bar to find the patient you’re creating a plan for and click their name.
  2. Click Build plan on the patient profile.
Click Build Plan on the patient profile.
  1. Select the practitioner you’re building the plan for and click Start plan.
Selecting the practitioner you're writing the plan for.

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.

  1. Build the plan for the patient, including any products, resources, or labs necessary.
  2. When you’re ready to finish the plan, click Review plan.
Click the Review plan button.
  1. Complete the plan by adding a message snippet, adjusting the dosage instructions for the necessary products, and including any relevant resources or documents.
  2. Once you’ve finished the plan, click Send to patient.
Send the plan to your 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.

Including labs in plans

If your clinic uses Fullscript Labs, staff can include lab tests in plans alongside supplements—once the assigned practitioner has completed lab registration.

Note:

For help with staff workflows specific to labs, see Staff: Ordering and managing labs.

Resuming draft plans

To resume a draft of a plan:

  1. Click the Patients tab.
  2. 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.

  1. Click Plans in the patient profile.
  2. Find the draft and click Edit ( ) in the plan information box.
Click the Edit button.
  1. Once you’ve completed the plan, click Send to patient.
Send the plan to your 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:

  1. Click the Patients tab.
  2. 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.

  1. Find the plan and click Edit ( ) in the plan information box.
Clicking Edit on an active plan in a patient profile.
  1. When you’re done updating the plan, click Update 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.

Starting in-office checkout from within the plan building tool.
Starting in-office checkout from within the plan building tool.

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 patient’s profile:

  1. Click the Plans button.
  2. Scroll to the item you’d like to add to the cart and click Add to in-office checkout.
  3. Repeat step two for each item, then click out of the drawer.
  4. Click In-office cart ( ) to begin in-office checkout.
Adding to the in-office cart from the patient profile.
Adding to the in-office cart from the patient profile.
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