In this article:
Invite patients with a prescription
- Select New Prescription
- Select Create new patient to open the Create new patient modal
- Complete required fields
- Specify Additional savings (optional). This discount will be in addition to the existing dispensary discount. Available for profit accounts only.
- Click Create patient
- Complete the prescription then select Send prescription from the bottom of the page. Alternatively, select Prescribe and place order to place an order with In-Office Checkout.
Adding a patient from the Treatment plan tool.
Tip! Check out the treatment plan tool for general navigation and protocol writing tips.
Invite patients without a prescription
Patients added without a prescription/recommendation can order products through the catalog - granted Catalog permissions have not been set to prescription only.
To invite a patient without activating a prescription:
- Hover over Patients
- Click New
- Complete the required fields: first name, last name, and email address.
- Optional: select an additional discount. This discount will be in addition to the existing dispensary discount.
- Enable/disable the optional welcome email.
- Click Add patient
Adding a patient from the Patients page.
Tip! Patients added without sending the optional welcome email will be prompted to log into their account when a prescription is sent.
Equipping patients with the tools to self-serve saves time and promotes adherence. Consider either of the options below to encourage self-service among your patients.
Landing page URL
Patients can sign up on their own with access to your Landing page. Consider sharing your landing page through newsletters, email, or in-office resources to promote self-signups.
Viewing the Landing Page URL from the patient landing page preview.
Warning! Discounts, landing page URLs, and custom promotions cannot be shared over public-facing social media. Please see our Acceptable use policy for details.
Embed a Website button on your clinic or personal website. Those who choose to order products from your dispensary select the button from your website and are navigated to your landing page. Here, they can create their own account if they're new to Fullscript, or sign-in to an existing account.
Embeddable website button.