Wellevate migration: Migrating your Wellevate store to Fullscript

Practitioners

In this article:

Overview: Migrating from Wellevate to Fullscript
Migrating your Wellevate data to your Fullscript account
Multi-practitioner accounts on Fullscript
Your read-only Wellevate store
The patient experience
Helpful resources

In a scheduled series of organized groups, we’ll begin moving practitioners and their patients from Wellevate to Fullscript starting in March and April of 2023. No action is needed from you until you hear from us with next steps.

Overview: Migrating from Wellevate to Fullscript

We’re working hard to ensure everything you need to continue your level of care and productivity is organized and actionable in one place. You can stay focused on helping your patients and running your practice — we’ll make sure you can do it all from one platform. To accomplish this and ensure we can continue providing the level of support you deserve, we're asking our customers to migrate in staggered, organized groups.

When we're ready for you to migrate, you'll be notified by email and banners in your Wellevate and Fullscript accounts. If you don't have a Fullscript account, there's nothing you need to do yet — when it’s your turn to migrate, we’ll help you get set up with a Fullscript account. However, if you'd like to create a Fullscript account right away, please create one with the same email you used to sign up for Wellevate to ensure a smooth transition.

Note: Your Emerson Ecologics account is not going away, and you can continue to use the Emerson platform for your wholesale needs. Fullscript will be your new tool for direct-to-patient supplement dispensing. If you need help at any stage of the migration, please contact our support team.

Migrating your Wellevate data to your Fullscript account

When you complete the migration, we'll move your patients, recommendations, orders, protocols, financial reports, and favorites to make the transition as smooth as possible. It’s important to note: you, as a practitioner, must sync your Wellevate account to Fullscript before we can reach out to your patients to help them get set up.

Before you begin, we recommend taking a moment to review and update your dispensary settings, including your dispensary terminology, catalog access, discount settings, and patient welcome page. If you have multiple accounts on either Fullscript or Wellevate, take a moment to be sure you’re syncing the right accounts together. Once you merge accounts, the action can't be undone.

This import will exclude any inactive patients, recommendations, and protocols. Anything you don’t want available in Fullscript (e.g., protocols, favorites, recommendations, and patient accounts) should be deactivated in Wellevate prior to completing the migration.

Tip! For more information on which data we'll migrate and how your data will display in Fullscript, please see Locating your Wellevate data in Fullscript.

To migrate your Wellevate data to Fullscript:

1. When it's your turn to migrate, log into your Fullscript account and select Start migration from the dashboard.
   
   
   
   
2. Review the information on this page to know what to expect during the import and after. When you’re ready, click Continue.
   
   
   
   
3. Enter your Wellevate credentials (email and password), then click Continue to link your accounts and begin the data migration.
   
   
   
   
4. You can click away to continue using Fullscript and Wellevate or exit your accounts altogether while the import is in progress; this could take 20 minutes or more to finish. The time to complete is dependent on the amount of data being migrated.
    
   
   
   
5. When the import is finished, we'll notify you by email and send email invitations to your patients to join you on Fullscript. At this stage, your Wellevate account will transition to a read-only state. You can view a summary of your successfully migrated data by returning to the Wellevate account migration page and following the links to view your Wellevate data in Fullscript. You can access this from the practitioner menu for up to 90 days following the migration.
   
   
   

   Tip! The 'import complete' email will be sent to the email address you use to log into Fullscript.

Multi-practitioner accounts on Fullscript

Multiple Wellevate stores can be migrated to a single Fullscript account to support clinics and businesses with multiple practitioners.

Add new practitioners to Fullscript if they don't already have an account. Once invited, they can follow the same steps outlined above to link and migrate their Wellevate data to Fullscript.

Note: If additional practitioners don’t see the option to import their Wellevate data into their practitioner accounts, please contact our support team to have this feature enabled. This is only available for additional practitioners in accounts that are actively being migrated.

Your read-only Wellevate store

Your Wellevate store will transition to a read-only state after you've completed the migration or, if you don’t migrate right away, 30 days after we’ve notified you by direct email. You can continue to log in to view your account, but won't be able to create new recommendations, patients, or protocols.

In late 2023, your Wellevate store will be inaccessible following the sunset of the Wellevate platform.

The patient experience

After a practitioner migrates, their patients will have 14 days where they can continue to order on Wellevate. After this time, they will be directed to place any new orders on Fullscript.

During this 14-day period, we'll send your patients reminder emails and resources to help them link their accounts and get started on Fullscript. For any patients who aren't regularly on the platform or may miss our communications, our support team will be able to assist in the event that they contact us to place an order.

Inviting your patients to move to Fullscript

Email invitations to join you on Fullscript will be sent to patients when the import is complete. Following the link and instructions in the email invite, patients will create their accounts under your dispensary. Existing patients in your dispensary can follow a short migration process of their own to sync their accounts and access their Wellevate history in Fullscript. Banners will also be presented in both Wellevate and Fullscript accounts in case they miss an email.

Tip! Unlike Wellevate, patients on Fullscript can have multiple accounts sharing a single email address and switch between accounts to view treatment plans and order history from multiple providers. These accounts are separated at the dispensary level, meaning if they receive plans from practitioners operating under a single Fullscript dispensary, all Wellevate data transferred to the multi-practitioner dispensary will be accessible in one account, with recommendations labeled with the authoring practitioner's name. 

Accessing Wellevate order history and recommendations

As patients with Wellevate order or recommendation history explore their accounts, they'll have access to a menu to toggle between Wellevate and Fullscript originating data. This menu will only display if Wellevate history exists. 

The menu available to patients to toggle between their Fullscript and Wellevate history.  

Rescheduling auto-refills

Any active auto-refills will be canceled once they make the move, but we'll be sharing resources and providing hands-on support to help them reschedule with Fullscript's autoship right away.

Helpful resources

Check out these resources to familiarize yourself with what your Fullscript account has to offer:

• Adding patients to your dispensary
• The supplement plan tool
• Creating and applying protocols
• Resource library & patient education resources
• Practitioner how-to video series