Wellevate migration: Locating your Wellevate store data in Fullscript

Practitioners

In this article:

Overview
Patient accounts
Favorites
Protocols
Recommendations
Orders
Tax & reporting

 

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. Once we contact you, please see Migrating your Wellevate store to Fullscript for help completing the migration.

 

Overview: Locating Wellevate data to Fullscript

This guide outlines which data you can expect to find in your Fullscript account after completing the migration. As you migrate your account to Fullscript, you will find that most, though not all, 'active' data will be transferred to your Fullscript account.

Navigating your account, you can identify the data imported from Wellevate by the blue Wellevate icon shown in the image below. We recommend exploring filters on pages in your account to isolate Wellevate and Fullscript data when beneficial to your workflow.

An example of a Wellevate patient account created in Fullscript through the practitioner migration.

 

Patient accounts

Patient accounts created in Fullscript can be found on the Patients or Clients page in Fullscript. This page label is dependent on the Dispensary terminology settings of your dispensary. 

What is imported:

• Active Wellevate patients
• Shipping addresses for new patients only

What is not imported:

• Patient-level discounts for patients new to Fullscript. Similarly, existing patients will see no change to current discount settings.
• Phone numbers of new patients will not be imported. Similarly, existing patient phone numbers will not be updated.
• Saved credit cards

Tip! We recommend using the bulk patient edit tool to update discounts as needed. You can also consider setting a first order discount to encourage patients to order. Learn more.

 

Patient email notification settings

For existing Fullscript users, existing notification preferences will be maintained. These notifications are managed by patients only; practitioners cannot adjust these settings on behalf of patients.

For patients new to Fullscript that had Email Refill reminders enabled on Wellevate, these reminders will be enabled on Fullscript.

Fullscript has additional emails that can be sent (Prescription Reminders and Abandoned Cart Reminders). These will be enabled by default for all patients, but will only be sent for treatment plans created on Fullscript or Carts in progress on Fullscript.

 

Favorites

Favorited items in Wellevate will be imported into Fullscript and saved in a category labeled “{Practitioner Name} Wellevate Favorites.” Go to Favorites to view or edit this favorites category.

Depending on your Fullscript catalog settings, this category and its favorites may or may not be visible to patients.

Additionally, if two Wellevate favorites are for different sizes/variants of the same product, they will be merged into one.

 

Protocols

Practitioners can access personal and shared protocols on the Protocols page. Protocols created on Wellevate will be labeled with a blue ‘W’ icon.

What is imported:

• Protocol name
• Message
• Recommended products
• Dosage instructions (in text-only dosage format)
• Product-level additional notes (merged with dosage instructions)
• Shared (or not shared) status

Tip! When Wellevate protocols are imported into Fullscript, they will maintain their public or private status. Protocols can then also be shared with specific patients (a feature unavailable on Wellevate), or shared with other practitioners and staff within the account.

 

What is not imported:

• Attachments
• Products that aren’t available in the Fullscript catalog

 

Recommendations

Recommendations created on Wellevate can be accessed from patient profiles. To get there, go to the Patients/Clients page, then search for a patient by name or email. Select a patient to enter their profile, then use the menu to toggle between Wellevate and Fullscript prescriptions/recommendations.

What is imported:

• Active recommendations (can't be edited)
• Descriptions
• Recommended products
• Dosage instructions
• Product-level instructions

Note: Treatment plans originally created in Fullscript can be Updated or Canceled. However, recommendations imported from Wellevate are read-only. They cannot be updated or canceled. To provide an updated plan for a patient, create a new recommendation.

 

What is not imported:

• Draft, Canceled, and Deleted recommendations will not import.
• Attachments
• Recommendation reminder emails (disabled after import)

Note: Wellevate recommendations will not trigger Fullscript adherence surveys or reflect on the Insights page.

 

Orders

Wellevate orders can be found in patient profiles or on the Patient orders page.

What is imported:

• Order statuses
• Order numbers
• Products and quantities

Note: Updates to order statuses may be delayed in Fullscript.

 

What is not imported:

• Tracking numbers
• Receipts/invoices (available in Wellevate)
• Auto-refills (reschedule with Autoship)

 

Tax & reporting

For now, tax and reporting information for Wellevate orders will only be available in Wellevate, not in Fullscript. Practitioners can continue to log into Wellevate to access this information.