Templates: Creating and applying templates

Practitioners

In this article:

Templates
Creating new templates
Creating templates from existing plans
Applying templates to new supplement plans
Applying Fullscript-curated templates to supplement plans
Editing and deleting saved templates

Templates

After creating a template, you can use it to generate and send plans for either individual patients or multiple patients with just a few clicks. You can also share your templates with colleagues in your dispensary, supporting patient wellness across your whole practice.

Tip! Our in-house integrative medical advisory team has curated evidence-based templates that you can explore in the platform and from within Fullscript's Knowledge Center.

Creating new templates

To build a new template:

1. Click Build plan.
2. Click + Create template.
   
   
3. Create your template the same way you would create a supplement plan, adding products, resources, a message snippet, etc.
4. Give your template a title, and manage who can access it. You can share access with all staff, with specific colleagues, or keep it private.
   
   
5. When you're finished, click Save template.

Creating templates from existing plans

Multi-patient plans can be saved as templates to save time creating new supplement plans in the future. 

To save a multi-patient plan as a template:

1. Move your cursor over the Plans tab, and click on Shared plans in the dropdown.
   
   
2. Click on the multi-patient plan you'd like to save, which will open a drawer from the right of the page.
3. At the bottom of the drawer, type in a name for the template, then click Save.
   
   

Note: You can only create a new template from a multi-patient plan. This is to avoid sending any personal information from a specific patient to other patients or colleagues.

Applying templates to new supplement plans

To apply a template to a new supplement plan:

1. Click Build plan.
2. Choose between an Individual plan or a Multi-patient plan.
   
   
3. Click Apply template which will open a drawer on the right.
4. Select a template.
5. Click Apply template and click the 'X' to close the drawer.
   
   
6. Make any changes you need to, then click Send to patient when finished.

Note: For a multi-patient plan, click Publish plan to complete the supplement plan.

Applying Fullscript templates to supplement plans

Templates created by Fullscript's Integrative Medical Advisory Team are developed using an evidence-informed approach and are available to practitioners directly in the supplement plan tool.

Note: You should use your clinical judgment to customize these plans and determine if a plan is appropriate for a patient.

To apply a Fullscript template to a supplement plan:

1. When building a supplement plan, click Apply template.
2. Scroll down in the drawer to the Made by Fullscript section, and click on the template you'd like to apply.
   
   
3. Review the template then click Apply template.
   
   
4. Make any necessary changes to customize the plan, then click Send to patient when finished.

Note: For a multi-patient plan, click Publish plan to complete the supplement plan.

Editing and deleting saved templates

To modify or delete a template in your account:

1. Move your cursor over the Plans tab and click on Shared plans in the dropdown.
   
   
2. Click on the Templates tab.
3. Click the template you'd like to edit or delete.
4. Click Delete to delete the template or Edit to modify it.