Treatment plans & protocols: The treatment plan tool

Practitioners

In this article:

The treatment plan tool 
Starting a new prescription
Adding patients
Adding a personalized message
Adding attachments
Adding products
Sending prescriptions
Apply a saved protocol
Patient preview

 

The treatment plan tool

Use the treatment plan tool in your dispensary to send personalized treatment plans (prescriptions or recommendations) to your patients by email and SMS message. Patients can log in to their accounts to view and place orders from their active treatment plans at any time from their preferred device and have products 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 treatment 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

Begin by linking the treatment 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 treatment plans.

Creating a new patient while writing a treatment plan.

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

 

Viewing patient history

See what you've already sent to a patient directly in the treatment plan tool while creating new treatment plans. In the history tab, you can view previously prescribed products, dosage instructions, messages, and attachments.

Note: You'll need to link the treatment plan to a patient in order to view the patient's history.

To view patient history in the treatment plan tool:

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

Viewing Patient history while creating a new prescription.

 

Adding a personalized message

Personalize your treatment 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 favoriting snippets here.

 

Adding attachments

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 compliment treatment plans and educate patients on their wellness journeys.

From any treatment plan, click the   View content library button. Then browse the Fullscript content and My uploads tabs to attach relevant resources. Follow the instructions in the modal to save attachments to your library for future use. 

Attaching content to a prescription.

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

 

Adding products

Select Search products to explore the Catalog and your Favorites. Search by supplement type, ingredient, brand, or product name, then use advanced filters to refine your results.

As products are added to a plan, you can select a container size and indicate the number of units the patient should order. When a duration is set for a given product (available while setting dosage instructions), the tool will calculate the number of units you should include in the plan to help patients order enough supply to see the treatment plan through. Patients can modify the number of units in their orders and aren't required to order the number of units indicated in the treatment plan.

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 supplier and custom dosage instructions, so be sure to set accurate dosage instructions to trigger these emails at the right time.   

 

Custom dosage instructions

Products added to a treatment 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 treatment plans to learn about modifying and saving your custom instructions as default.

 

Sending 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 treatment plan and place the order with the patient immediately.
• Save as protocol to save the treatment 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 treatment plan. 

 

Send prescription

Send prescription activates and sends the treatment 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 Prescribe and place order to send a prescription to a patient.

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

 

Adherence survey scheduling

Treatment 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.

 

Prescribe and place order

Prescribe and place order sends the treatment 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 Prescribe and place order to place an order on a patient's behalf.

 

Apply a saved protocol

Save time building treatment plans with protocols — a framework of a treatment 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 treatment plan tool.

Tip! See Creating protocols to learn more.

 

Patient preview

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

Select Patient 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.