Supplement plans: The supplement plan tool
Fullscript is getting a facelift.
We’re slowly rolling out an updated platform to make ordering your favourite products easier. Click the image below if your prescriptions appear like this:
Learn more
Fullscript is getting a facelift.
We’re slowly rolling out an updated platform to make ordering your favourite products easier. Click the image below if your prescriptions appear like this:
Learn more
Practitioners
In this article:
The supplement plan tool
Starting a supplement plan
Adding patients to individual plans
Adding a personalized message
Attaching patient education resources to supplement plans
Adding products from the catalog
Applying saved protocols/templates
Sending supplement plans
Previewing plans
Video: How to send a supplement plan
The supplement plan tool
Use the supplement plan tool 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 then place orders that are delivered right to their doors.
We're trying something new!
We're actively testing multiple plan-building experiences to improve practitioner workflows. As you navigate this and related articles, select the tab matching the terminology in your experience to view information relevant to you.
An example of a practitioner experience with Build plan terminology.
An example of a practitioner experience with New prescription/recommendation terminology.
Starting a new supplement plan
Before you continue, please select the button below that matches the terminology you see in your account:
To start a new supplement plan, select the Build plan button at the top of the page. On mobile devices, select the paper icon ( ), then Build plan to get started.
Opening the supplement plan tool.
You'll then need to choose the plan type you're creating: an Individual plan, a Multi-patient plan, or a template.
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.
Adding patients to individual plans
Before you continue, please select the button below that matches the terminology you see in your account:
Begin by linking the supplement plan to a patient. Click Select patient to choose from existing patients or Create 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.
Begin by linking the supplement plan to a patient. Click Select patient to choose from existing patients or Create 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 history
Before you continue, please select the button below that matches the terminology you see in your account:
After adding a patient to the plan, you can navigate to their plan history using the More options ( ) menu to the right of their name. In the drop-down menu, click View history.
The View history button in the More options ( ) drop-down menu.
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:
- Link the supplement plan to a new or existing patient.
- Click Add supplements and resources
- Select Patient history.
- 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 plans by adding a message. Consider recapping the appointment or providing more information about products included in the plan. You can also create custom message snippets to 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.
Adding products from the catalog
Before you continue, please select the button below that matches the terminology you see in your account:
To add products to a supplement plan, select Add supplements and resources. This action opens the catalog drawer, where you can find products you know and love, discover new products, browse your favorites, and explore templates.
Tip! Use the suggestions feature in the catalog drawer to view products frequently recommended together.
Search features here function exactly like they do in the catalog tab. See Searching the practitioner catalog to learn more about searching for products.
Click the Add supplements and resources 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 in patient plans 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.
To add products to a supplement plan, select Add supplements and resources. 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.
Click the Add supplements and resources 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 in patient plans 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.
Attaching patient education resources to supplement plans
Before you continue, please select the button below that matches the terminology you see in your account:
Attach supporting resources of your own or attach 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 Add supplements and resources and then the Resources tab. You can then browse the available resources or click the Upload resource 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 plan you're working on. Learn more.
Attaching resources to a supplement plan
Tip! See our Resource library & patient handouts article for more details.
Attach supporting resources of your own or attach 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 Add supplements and resources and then the Resources tab. You can then browse the available resources or click the Upload resource 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 plan you're working on. Learn more.
Attaching patient education content to a supplement plan.
Tip! See our Resource library & patient handouts article for more details.
Applying saved protocols/templates
Before you continue, please select the button below that matches the terminology you see in your account:
Save time building supplement plans with templates — a plan framework that includes products, dosage instructions, messages, and attachments. Apply templates of your own, Fullscript templates developed by our Integrative Medical Advisory team, or templates shared with you by colleagues.
Click Add supplements and resources, then click the Templates tab at the top of the drawer.
Accessing templates in the supplement plan tool.
Save time building supplement plans with protocols — a plan framework 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 supplement plans
Before you continue, please select the button below that matches the terminology you see in your account:
When you've finished, click Send to patient to activate or share it, or select the menu ( ) to perform any of the following actions:
- Select Preview for a quick walk through the patient side of the platform.
- In-office checkout to simultaneously send the supplement plan and place the order with the patient immediately.
- Save as template to save the supplement plan to your dispensary to reuse with other patients or share with peers.
- Delete to clear and start over.
Note: Some options are only available once a patient has been added to the supplement plan.
Send to patient
Send to patient sends the supplement plan to both the patient's email address and mobile phone if a phone number has been entered in the patient's profile.
Select Send to patient 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.
When you've finished, click Send prescription to activate it, or select the menu ( ) to perform any of the following actions:
- Select Preview for a quick walk through the patient side of the platform.
- In-office checkout 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.
- Delete 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 sends the plan to both the patient's email address and mobile phone if a phone number has been entered in the patient's profile.
Select Send prescription or In-office checkout to send a plan 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.
In-office checkout
Before you continue, please select the button below that matches the terminology you see in your account:
In-office checkout sends the supplement plan to the patient and places the order for them so they can get the products sooner.
Select Checkout to place an order on the patient's behalf.
In-office checkout sends the supplement plan to the patient and places the order for them so they can get products sooner.
Select In-office checkout to place an order on a patient's behalf.
Previewing plans
Before you continue, please select the button below that matches the terminology you see in your account:
Interested in seeing how the plan appears to patients? Select the Preview option, accessible from the menu to the right of the Send to patient button, for a quick look.
Select Preview for a peek into the patient experience.
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 quick look.
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.