Treatment plans: The supplement plan tool

Practitioners

In this article:

The supplement plan tool 
Starting a new prescription
Add or select a patient
Adding a personalized message
Attaching patient resources
Adding products from the catalog
Apply a saved protocol
Sending recommendations or prescriptions
Patient preview
Video: How to send a supplement plan

 

We’re trying something new! You may spot minor differences between the images in this article and your account. Not to worry, though some buttons and text may not match the steps below, features remain the same.

 

The supplement plan tool

Use the supplement plan tool in your dispensary to send personalized supplement plans (prescriptions or recommendations) to your patients by email and/or SMS message. Patients can log into their accounts on their preferred device to review their plans and place orders that are delivered right to their door.

Tip! Depending on your dispensary terminology settings, you'll see the term prescriptions or recommendations in your dispensary. The term prescriptions is most commonly used in dispensaries, so we use this term when referring to terminology-dependent buttons or labels in the platform. Similarly, we use the term patients instead of clients.

 

Starting a new prescription

To start a new supplement plan, select the New prescription or New recommendation button at the top of the page. On mobile devices, select the paper icon (  ), then New prescription to get started.

Starting a new prescription.

 

Add or select a patient

Begin by linking the supplement plan to a patient. Click Select a patient to choose from existing patients or Create new patient to add a new patient to your dispensary. Patients will be prompted to log in or create an account to view their supplement plans.

Creating a new patient while writing a supplement plan.

Tip! See Adding patients to your dispensary for more details.

 

Viewing patient prescription/recommendation history

Once you've selected a patient, you can refer to their recommendation or prescription history in the catalog drawer while creating the new plan. Here, you can view previously prescribed products, dosage instructions, messages, and attachments.

Note: You must link a supplement plan to a patient to access the Patient history tab.

To view patient history in the supplement plan tool:

1. Link the supplement plan to a new or existing patient.
2. Click Search products.
3. Select Patient history.
4. Click a date to expand the supplement plan and view included products.

Viewing Patient history while creating a new prescription.

 

Adding a personalized message

Personalize your supplement plans by adding a message for the patient. Consider recapping the appointment or providing more information about products included in the prescription. You can also create custom message snippets you can reuse time and time again. 

Tip! Save time spent on writing messages by applying a favorite snippet right from the message field. Learn more about snippets.

 

Attaching patient resources

Attach supporting resources of your own or content created by Fullscript's integrative medical advisory team, such as reference guides, meal plans, handouts, infographics, etc., to complement supplement plans and educate patients.

In a supplement plan, click the   Attach patient resources button. You can then browse the available resources or click the Upload attachment button to attach your own resources. After selecting the file you need from your device, you'll be able to save it to your library for future use or attach it only to the prescription you're working on. Learn more.

Attaching content to a prescription.

Tip! See our Resource library & patient handouts article for more details.

 

Adding products from the catalog

To add products to a supplement plan, select Search products. This action opens the catalog drawer where you can find products you know and love, discover new products, and browse your favorites. Search by supplement type, ingredient, brand, or product name, and apply filters to refine your results. 

Search features here function exactly like they do in the catalog tab. See Searching the practitioner catalog to learn more about searching for products.

Clicking the Search products button to access the catalog in the supplement plan tool. 

As products are added to a plan, you can select a container size and indicate the duration the product should be taken for with dosage settings.

Be sure to include products purchased from your office to activate refill reminders and give patients the option to order refills to their door. See on-site products to learn more.

Tip! Refill reminders are automated emails that encourage patients to reorder when supply is running low. They're activated by dosage settings to trigger these emails at the right time.

 

Custom dosage instructions

Products added to a supplement plan default to supplier dosage instructions. Supplier dosage instructions can be overwritten with custom instructions to better suit a patient's needs.

Tip! See Setting product dosage instructions in supplement plans to learn about modifying and saving custom dosage settings as the default dosage for products you frequently recommend.

 

Apply a saved protocol

Save time building supplement plans with protocols — a framework of a supplement plan that includes products, dosage instructions, messages, and attachments. Apply protocols of your own, Fullscript protocols developed by our Integrative Medical Advisory team, or protocols shared with you by colleagues.

Accessing protocols in the supplement plan tool.

 

Sending recommendations or prescriptions

When you've finished, click Send prescription to activate it, or select the menu (  ) to perform any of the following actions:

• Save as a draft and come back later to resume the draft prescription. 
• Select Patient preview for a quick walk through the patient side of the platform.
• Prescribe and place order to simultaneously send the supplement plan and place the order with the patient immediately.
• Save as protocol to save the supplement plan to your dispensary to reuse with other patients or share with peers.  
• Reset draft to clear and start over.

Note: Some options are only available once a patient has been added to the supplement plan. 

 

Send prescription/recommendation

Send prescription activates and sends the supplement plan to the patient's email address and mobile phone if a phone number has been entered in the patient's profile.

Select Send prescription or Checkout to send a prescription to a patient.

Tip! Add phone numbers as you create new patients to send supplement plans by SMS message.

 

Adherence survey scheduling

Supplement plans sent without a resulting order within seven days will trigger an adherence survey to the patient's email inbox. Patients can answer the survey to indicate why they haven't placed an order and offer an opportunity to the prescribing practitioner to address their concerns. Responding to the survey is optional and is done directly from the email.

Tip! Take a look at Scheduled adherence surveys to learn more about collecting survey responses, actioning barriers, and disabling surveys.

 

Checkout

Checkout sends the supplement plan to the patient and begins an In-office checkout, where you can place the order immediately and get products to your patients sooner.

Select Checkout to place an order on a patient's behalf.

 

 

Patient preview

Interested in seeing how the plan appears to patients? Select the Preview option, accessible from the menu to the right of the Send prescription button for a brief walkthrough.

Select Preview for a peek into the patient experience.

Tip! Depending on your dispensary terminology settings, you may see the term client instead of patient throughout your account. We use these terms interchangeably in the support center.

 

Video: How to send a supplement plan