Templates for labs

Overview

Lab templates help you build and send plans faster. Group specialty tests, blood lab panels, supplements, and more into a single, reusable template to save time and streamline your workflow. You can create your own or customize pre-made templates built by Fullscript’s Integrative Medical Advisory Team — all designed to support a more personalized approach to care.

This guide shows you how to:

• Create templates that include only labs, or a combination of labs and products.
• Share templates with your patients.
• Edit or delete your saved templates.

Staff accounts can apply existing templates to individual patient plans, but don’t have the ability to create new templates.

Creating a template for labs

Begin creating a template that includes labs by following these steps:  

1. Click Labs in the main navigation. 
2. Then, click Catalog.
3. Click Build template on the right side of the page.

4. Choose whether you’d like to share the template with All staff, Specific staff, or keep it private by selecting Only me.

5. Create your template the same way you would create a plan with testing. Click Add to template to include specific tests, and custom panels, in your template.

6. Once you’ve selected all tests panels you’d like to include in your, click Review template.

7. Give your template a title, and add a custom message.
8. Click Save template. 

Applying templates to new plans

To apply a template while building a plan:

1. Click Templates & panels under My tools in the navigation bar. .
2. Click the template you’d like to add to the plan in progress.
3. Select Build plan.

4. Make any changes you need to by adding or removing further testing or products, then select Review plan.

5. Click Send to patient when you’re finished.

Editing and deleting saved templates 

To modify or delete a labs template in your account:

1. Click My tools in the main navigation.
2. Click Templates & panels.
3. Click the template you’d like to edit or delete.
4. Click the Edit to button to begin modifying the template.

5. Click the More options ( ) button, then click Delete to delete the template.