Practitioner accounts
Unlock the full potential of your practice with Fullscript’s comprehensive support resources. From setup to optimization, discover everything you need to elevate patient care and streamline operations.
- Signing up for a Fullscript provider account
 - User roles on Fullscript
 - Global patient access settings
 - Adding your bank account
 - Tax information requirements for profit accounts
 - Setting up your dispensary
 - Profit dispensaries
 - Set up a profit account
 - Dispensary email addresses and managing email notifications
 - Dispensary setup for international providers
 
- Adding patients to your dispensary
 - Navigating patient profiles, plans, and order history
 - Editing patient profiles
 - Managing dependent accounts
 - Dispensary and individual patient discounts
 - Deleting and archiving patients
 - Auto refills discount
 - Importing patient lists
 - In-office checkout
 - Bulk discounts editor
 - Locating your Wellevate store data in Fullscript
 
- Applying a wholesale promotion code
 - Wholesale ordering for staff members
 - Wholesale checkout experience
 - Building your wholesale order
 - Repeating past wholesale orders
 - Wholesale order history and invoices
 - Wholesale shipping address requirements
 - Saving and managing payment methods for wholesale purchases
 - MAP policies
 - Wholesale volume discounts
 
- Supplement manufacturing and ingredient sourcing
 - Practitioner brand and product requests
 - Catalog permissions and access settings
 - Comparing products in the plan-building catalog (Smart product comparisons)
 - Catalog favorites and categories
 - Searching the practitioner catalog
 - Placing personal orders with in-office checkout
 - Certifications, top pick and enhanced testing
 - Similar products for practitioners
 - CBD and pharmaceutical products
 
- Sharing multi-patient plans
 - Staff: Creating plans and placing orders for patients
 - Sharing templates with colleagues
 - Fullscript-made plan templates
 - Creating and applying templates
 - Message snippets in the plan building tool
 - The plan building tool
 - Asking patients what they’re currently taking
 - Editing plans
 - Plan requests
 
- Understanding the labs service fee
 - Moving your Rupa account to Fullscript
 - Moving from Rupa to Fullscript: Lab ordering access and the authorization network
 - Reflex testing
 - Labs shipping and turnaround times
 - Creating and sending a Journey
 - In-office lab kits
 - Setting up your preferred phlebotomists
 - Labs catalog overview
 - Phlebotomy on Fullscript
 
- The analytics dashboard
 - Canadian dispensaries: Sales tax
 - US dispensaries: Navigating your financial reports for tax purposes
 - Tax exemption for wholesale purchases
 - Receiving your payouts (profit dispensaries only)
 - US dispensaries: Form 1099-K E-delivery consent
 - Wellevate support: Stripe-issued 1099-Ks
 - Wellevate support: Reporting and Stripe account management
 - Financial reports for dispensaries
 - Canadian dispensaries: Navigating your financial reports for tax purposes
 
- Moving your Rupa account to Fullscript
 - Custom fee setup and management for providers moving from Rupa to Fullscript
 - Moving from Rupa to Fullscript: Lab ordering access and the authorization network
 - Finding Rupa Health data in your provider account
 - What it means to be view-only on Rupa
 - Selecting your account owner in Rupa
 
- How to upload your own patient resources | Video
 - Creating a patient profile and sending a plan | Video
 - Reviewing and sharing Access Medical Labs results with patients | Video
 - Moving your multi-practitioner Rupa account to Fullscript | Video
 - Moving your Rupa account to Fullscript | Video
 - Staff: Managing labs for your practice | Video
 - Completing your Quest testing through Fullscript | Video
 - Completing your specialty lab testing through Fullscript | Video
 - Searching the labs catalog | Video
 - Accessing test results and managing your lab orders dashboard | Video