Treatment Plans & Templates: Creating Templates

In this article:

Protocol Templates
Creating New Templates
Create a Template From a Past Prescription
Apply a Template
Upload a Protocol Template

 

Protocol Templates

Save time building prescriptions by starting with a framework that includes your favorite products, customized dosage and duration instructions, informational material, and a customized message.

Templates you save can be applied to new prescriptions for patients, then personalized to suit their needs. Get started by creating a template from scratch or save an existing prescription as a template to use later!

Select Build a protocol template to manage existing templates or create a new template.

 

Tip! Check out Protocols to view evidence-based protocols created by Fullscript's very own Integrative Medical Advisory Team. If you like what you see, select Upload This Template to make the protocol available within your dispensary!

 

Creating New Templates

Start a New Template

To build a new template, go to Prescriptions then select My templates. Click New template and enter a name that best describes the template being built. Before you can save this template, add products, a custom message, or attach documents/patient handouts. Once complete, select Save Template at the bottom of the page.

Select My templates to view, manage, and create treatment plan Templates.

 

Tip! Templates can be edited at any time from the template management page accessible from the Prescriptions or Recommendations tab - depending on Terminology selected in your Account Settings.

 

Add Products, Duration, and Dosage

The template builder uses the same fundamental layout of the prescription tool! To browse products, click Add a product or select Products from the toolbar to search the Fullscript catalog. Select a product's name to learn more about a product before adding it to your template and consider using filters (ie. formulation, ingredients, common labels, form, etc.) to find products best suited for your template.

Customize dosage and duration before proceeding to add a message or attachments to the template. Come back at any time to remove or add more products as needed.

Adding new products and adjusting dosage and durations in a new template.

 

Add a Message & Attachments

Add a message for patients and attach information resources to provide additional information about the protocol to your patients.

Adding a message and attachments to a template.  

 

Create a Template From a Past Prescription

If you've created a prescription that you'll likely be prescribing again, but didn't create it as a template to begin with, access the prescription and save it as a template for future use!

To save a patient prescription as a template:

1. Search and select the patient's name
2. Click View prescription
3. From the bottom of the prescription, select Save as template
4. Name your new template and make edits if needed
5. When finished, select Save
   

Access a prescription and save as a template for future use.

  

Apply a Template

When you have protocol templates saved, apply a template when building a new prescription to save yourself the trouble of starting from scratch.

To apply a protocol template:

1. In the Prescription Tool, add a new or existing patient to a new prescription.
2. Select Templates from the prescription toolbar.
3. From available templates, select apply.
4. Add and remove products, adjust dosages and quantities, and personalize the message as needed.
5. When you're ready, send the treatment plan to the patient or Send & Place an Order immediately.

Applying a protocol template to a new prescription.

 

Upload a Protocol Template

Protocols have been curated by the Fullscript Integrative Medical Advisory team using an evidence-informed approach, that practitioners can use as a foundation when developing individualized treatment plans. The ingredients and dosing details included in these protocols are based on a review of literature available at the time of publication. Specific product recommendations are based on most recommended products by Fullscript users and curated specifically for ingredient, dosing, and form.

Browse available Protocols in our Education Hub then upload your favorites to use in your dispensary.

 Choose to upload available templates available in our Education Hub.