Note: The latest treatment plan tool experience is available to US dispensaries only at this time. Canadian users will see updates later this summer.
In this article:
The treatment plan tool
Use the treatment plan tool in your dispensary to send personalized treatment plans to 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.
Select See what's new! to explore new features directly in Fullscript!
Tip! Treatment plan is an umbrella term for prescriptions or recommendations. Change your Dispensary Terminology at any time in your Account Settings beneath the Terminology heading.
- Add patients
- Add a personalized message
- Add attachments
- Add products
- Send prescription, or place order
Sending a prescription with the treatment plan tool.
Begin by linking the prescription to a patient. Select Add a patient to choose from existing patients or create a new patient. By sending a treatment plan, patients will be prompted to log in or create an account to view the plan and place an order.
Adding a new patient while writing a treatment plan.
Tip! See Adding patients to your dispensary for more details.
Viewing patient history
After linking a prescription to a patient, Patient history will be available as you search for products in the Catalog.
To view a patient's prescription history:
- Select or create a new patient
- Click Add products
- Select Patient history
- Click any date to view the prescription
Viewing Patient history while creating a new prescription.
Add a personalized message
Personalize the treatment plan with a message to the patient. Consider recapping the appointment, or providing more information about products included in the prescription.
To add supporting attachments, select Attach then add content from Your library or Fullscript content curated by our integrative medical advisory team. Think reference guides, infographics, handouts, etc.
Attaching resources to a prescription.
Select Add products to access the Catalog and your Favorites. Search by supplement type, ingredients, brand, or product name, and make use of advanced filters to refine your results.
When added to a treatment plan, you can select the container size or increase the number of units recommended to purchase. Patients can adjust the number of units while placing their order.
Custom dosage instructions
Products added to a treatment plan will default to advanced dosage instructions with the suppliers' instructions prefilled. Modify the dosage instructions as required, based on patient needs.
To customize dosage instructions:
- Select the pencil icon.
- Modify the amount, serving type, frequency, or duration.
- Select the checkmark icon to save.
Tip! Save your custom dosage instructions as the default dosage instructions for a product by selecting the more options menu, then Save as default dosage.
Reverting to supplier dosage
Supplier dosage instructions are auto-filled by default, but can be overwritten by saving your own custom dosage instructions. Revert to supplier instructions within the same menu, by selecting Supplier dosage.
Applying supplier dosage instructions to a prescribed product.
We recommend setting a duration to help patients calculate how many units of a product they'll need to follow their treatment plan without running out or buying too much.
Selecting a recommended duration period for product use.
Note: Duration is only available for custom dosage instructions.
Switch to text-only when specific dosage instructions aren't necessary.
Text-only dosage instructions.
Tip! See Refill reminders to learn how these dosage settings affect reminders sent to your patients.
When you've finished, scroll to the bottom of the page and choose how you'd like to share the treatment plan with the patient.
Select Send prescription or Prescribe and place order to send a prescription to a patient.
Sends the treatment plan to the patient's email address and mobile phone, if a phone number has been provided.
Tip! Add phone numbers as you create new patients to send treatment plans by SMS message. Or, select the pencil icon from the bottom left corner to add a phone number to the patient's account.
Prescribe and place order
Sends the treatment plan to the patient and begins an In-office checkout, where you can place the order now and get products to your patients sooner.
Select Prescribe and place order to place an order on the patient's behalf.
Save time building prescriptions by starting with a framework of your go-to protocols. Templates can include products with custom dosage instructions, messages, and attachments.
Start by building out a protocol then select the arrow next to Send prescription at the bottom of your screen. Save as template and name it for future use.
Tip! See Creating templates for more on adding and managing templates in your dispensary.
Interested in seeing how the prescription appears to your patients? Take a look with Patient preview, accessible from the menu at the bottom of the page.
Use Patient preview for a look into the patient experience.