Adherence tools: Product swap tool

Practitioners

In this article:

Overview
Navigating to the product swap tool
Viewing impacted treatment plans
Swapping at-risk products
Swapping any previously prescribed/recommended product
Reversing a product swap
The patient experience 

 

Overview

Swap at-risk products for patients that pose a potential barrier to patient adherence with the product swapping tool. Products are considered at-risk when they have been removed from our catalog, are on a long-term backorder, or are low stock and won't be replenished. In short, they may not be available when the customer attempts to order products.

 

Navigating to the product swap tool

Products are listed in the product swap tool where they pose a risk to patient adherence. Only products that have been previously prescribed (including edits to prescriptions) or ordered in the last three months are displayed here. 

To go to the product swapping tool:

1. Hover over the Catalog tab.
2. Select Product swapping. Here, you'll view product swap suggestions and previously swapped products. 

Navigating to the product swapping tool.

 

Viewing impacted treatment plans

Swaps may not be suitable for all patients, so we recommend reviewing related prescriptions before initiating a mass swap.

To view related patients that include an at-risk product:

1. Hover over the Catalog tab and select Product swapping from the menu.
2. In the Swaps needed tab, review at-risk products from the Swaps needed column on the left.
   

   

3. Click the at-risk product's name to go to the product's description page.
4. Under the product details, select the Patients tab. 
   

   

Tip! For any patients requiring a custom swap before you apply a mass product swap on a product, use the search field at the top of the page to open the patient's profile. You can then edit the patient's treatment plan to replace the product with an alternative before mass swapping it.

 

Swapping at-risk products 

At-risk products are products that are identified as not being available because they're either out of stock or discontinued. Due to their unavailability, you may want to swap out at-risk products with an alternative item to make sure treatment plans aren't affected. Swapping at-risk products is initiated from the product swapping tool directly. 

 

Swapping at-risk products with a similar product

Products can be swapped with similar products curated by Fullscript's integrative medical advisory team. We list a maximum of three similar products, listed in order of popularity.

To swap an at-risk product with a similar product in the Product swapping tool:

1. Hover over the Catalog tab and select Product swapping.
2. From the Swaps needed tab, swap with a suggested similar product by selecting Swap with this product.
   

   

3. Enable the optional email to alert affected patients of the change.
4. Click Mass swap these products and stay on the page until the swap has finished.

   

Tip! Select a similar product to view its description, ingredients, available sizes, and more. When finished, click the back button in your browser to return to the Swaps Needed screen.

 

Swapping at-risk products with a product from the catalog 

To swap an at-risk product with any product from the catalog:

1. For any product in the Swaps needed tab, select Swap with a product in the catalog. 
   

   

2. Search for a product, then select Swap with this product.
3. Enable or disable the optional email to alert affected patients of the change.
4. Click Mass swap these products and stay on the page until the swap has finished.
   

   

 

Swapping any previously prescribed/recommended product 

You can initiate a product swap for any previously prescribed/recommended product in the catalog, even those that aren't flagged as at-risk and suggested in the product swapping tool. 

 

Swapping with a similar item

To swap with a similar item:

1. Navigate to a product in the Catalog, then click the Patients tab. 
2. Under the list of affected patients, click Swap this product for all related patients.
   

   

3. From the populated list of similar products, select Swap with this product on the preferred product.
   

   

4. Click Mass swap these products and stay on the page until the swap has finished.
   

   
   
   

Swapping with any item in the catalog

To swap with any item from the catalog:

1. Navigate to a product in the Catalog, then click the Patients tab. 
2. Under the list of affected patients, click Swap this product for all related patients.
   

   

3. At the bottom of the page, beneath the curated similar products, select Swap with a different product.
   
4. Search for a product, then select Swap with this product.
5. Enable or disable the optional email to alert affected patients of the change.
6. Click Mass swap these products and stay on the page until the swap has finished.
   

   

 

Reversing a product swap

Swaps completed will appear in Swapped Products tab of the product swapping tool. From here, you can reverse a swap for all related patients as products come back in stock.

To revert a product swap:

1. Go to the Swapped products tab in the product swapping tool.
2. Locate the swap to reverse.
3. Click Unswap. The change will be reflected in patient accounts immediately.

Viewing products you have previously swapped for patients. 

 

The patient experience

Swapped product email sent to patients (optional)

Dispensary owners have the option to enable an email to notify patients affected by a product swap. An example of this email is below:

A preview of the optional email sent to patients impacted by a product swap. 

 

Replacement alerts in treatment plans

In prescriptions and recommendations, a banner is displayed for new products that replaced at-risk products.

 

Swap alert in past orders

Patients who have ordered the product in the past, but did not have a prescription for the product, will see a swapped product banner in their order history. Again, the replacement product is displayed and the swapped product is mentioned.