Templates for labs

Templates help you build and send patient plans faster by grouping labs, specialty tests, and products into reusable plans. You can create your own templates or customize pre-made options from Fullscript’s Integrative Medical Advisory Team. If you only need to group biomarkers from a single lab company, use a custom panel instead.

Staff accounts can apply existing templates to patient plans but aren’t able to create new templates.

Create a template

To create a template:

1. From the left-hand navigation, click Labs, then select Catalog.
2. Click Build panel or template, then select Template.

3. Enter a Template name.
4. Choose whether you’d like to share the template with All staff, Specific staff, or keep it private by selecting Only me.
5. Click Next to begin building your template.
6. Add items to the template by clicking Add to template next to any labs, panels, or other catalog items.

7. After you’ve added the items you want to include, click Review template in the upper-right corner.
8. Review the template details, make any final adjustments (such as adding notes or setting fasting requirements), then click Save template.

Apply a template to a new plan

Saved templates — including ones you create and templates provided by Fullscript — can be found under My tools > Templates in the navigation menu.

To use a template in a new plan:

1. Click Templates under My tools.
2. Click Add to plan on the template you want to use.

3. Search for your patient or create a new patient, then click Next.
4. Add any other labs, products, or lifestyle recommendations, then click Review draft.

5. Click Send to patient on the Review plan page when you’re finished making changes.

Editing and deleting saved templates 

To edit or delete a saved template:

1. Click My tools, then Templates in the left-hand navigation.
2. Click the template you’d like to edit or delete.
3. Click Edit to modify the template, or select More options (⋮) to delete the template.