The plan building tool

Write personalized plans that your patients can access online and order from anywhere. Patients receive an email or SMS notification prompting them to log in on their preferred device, review their plan, and place an order. Make lab testing and supplementation safer, easier, and more affordable.

A plan includes or can include:

• Supplements and dosage instructions.
• Lab testing recommendations to guide future care.
• Resources like lifestyle recommendations, infographics, recipes, and handouts.
• A message with additional context and care instructions.

Start a new plan from patient profiles, the catalog, product pages, or the templates or resources pages. Look for the Build plan or Add to plan buttons to get started.

This article covers the basics of plan building on Fullscript and includes links to helpful support articles to help you write complete plans efficiently and effectively.

Video: Starting a new plan

Using the practice patient tool

All new dispensaries will include a practice patient profile. You can use your practice patient to explore the plan building tool and test workflows before sending real plans.

Use your practice patient to:

• Preview the patient experience before going live.
• Get familiar with supplement plans and recommendations.
• Test features such as Fullscript Assist and the currently taking tool.

Build a plan for a patient

You can add a patient and send them a plan within a single workflow.

To create a new patient and send them a plan:

1. Click Patients in the navigation bar.

2. Click Create patient.
3. Fill out the patient’s information in the drawer.

4. Click Create patient.

5. On the patient profile page, click Build plan in the top right.
6. Click Start with products.

7. Use the search bar, categories, and filters to find and add products to the plan.
8. Click Add to plan to add a product.

9. Click Review in the plan drawer.

10. Add additional resources, lifestyle recommendations, customize dosage instructions, or add a message for your patient.
11. Click Send to patient to publish the plan.

Create a plan starting with products

You can create a plan starting with products and add a patient or multiple patients later.

To start a plan from the product catalog:

1. Click Products in the left-hand navigation bar.

2. Click Catalog.

3. Use the search bar, categories, and filters to find and add products to the plan.
4. Click Add to plan to add a product.
5. In the drawer, click New patient to create a patient, or use the search bar to look up an existing patient.

6. Click Review draft.

7. Add additional resources, lifestyle recommendations, customize dosage instructions, or add a message for your patient(s).
8. Click Send to patient to publish the plan.

Creating a plan with lab testing

Sending a plan with lab testing follows similar steps to starting a new plan with supplements. If you already have a preferred workflow in your Fullscript account, keep using it.

To build a plan starting with lab testing:

1. Click Labs > Catalog in the left-hand navigation.

2. Search the catalog by test name, lab company, sample type, biomarker, or health category.
3. Click Build plan next to the test you’d like to recommend to your patient.

4. In the pop-up drawer, click +New patient to create a patient, or use the search bar to select an existing patient.
5. Click Review draft.

6. Add products or additional resources, lifestyle recommendations, customize dosage instructions, or add a message for your patient.
7. Click Send to patient to publish the plan.

After creating a plan with lab testing, you’ll be able to track patient testing status using the Lab orders dashboard.

Build a plan from Fullscript-made templates

Fullscript’s Medical Advisory team has created templates using an evidence-informed approach that you can adapt and use to create plans for your patients. You can explore these templates in our Knowledge Center or within your Fullscript account.

To build a plan using a Fullscript-made plan template:

1. Click My tools > Templates in the left-hand navigation.
2. Under the Made by Fullscript section, select the template you’d like to apply, then click Add to plan.

3. In the pop-up drawer, click +New patient to create a patient, or use the search bar to select an existing patient.
4. Click Review.

5. Add products or additional resources, lifestyle recommendations, customize dosage instructions, or add a message for your patient(s).
6. Click Send to patient.

Reviewing a plan

After clicking Review draft, you’ll be directed to the Review plan page. This is where you can refine and finalize your plan, and it’s the final step before sending the plan to your patient(s). You can add additional important information, messages, labs, and resources from this page.

Add a message or apply a snippet

You can add a message for your patient(s) at the top of the Review plan page using the text editor. These messages can also be saved as snippets so you can reuse them for future plans.

Add lifestyle recommendations

Lifestyle recommendations let you add personalized nutrition, movement, sleep, and stress management guidance alongside supplements and labs in the same plan.

Add resources, labs, or products

If you’ve forgotten something while building the plan, you can click + Add resources, +Add labs, or +Add products to re-enter the catalog, find what you need, and add it to the draft. Just click Review again when you’re ready to come back.

Setting dosage instructions

A key part of the Review plan page is setting product dosage. While each product includes dosage instructions from the manufacturer by default, you can adjust those instructions based on the needs and preferences of your patients.

Resuming work on a draft plan

If you leave a plan before finishing, your draft is saved so you can pick up where you left off.

To find a draft plan for a specific patient:

1. Click Plans in the left-hand navigation bar.
2. Select Drafts in the toggle menu.

3. Search for the patient you’d like to continue editing, and click Edit.
4. Add labs, products, lifestyle recommendations, or resources on the Review plan page.
5. Click Send to patient.

Sending plans to patients

When you’re ready to send the plan to your patient, click Send to patient on the Review plan page.

You can also send the plan to your patient and place their order in-office simultaneously using In-office checkout. To access in-office checkout, click the chevron ( ) to the right of the Send to patient button, then click In-office checkout.

When you send a plan to a patient, they’ll be notified via email and, if they’ve provided their mobile phone number, via text message. They’ll be prompted to log in to their account to view their plan details and place their order.