Treatment Plans & Templates: Creating Templates

In this article:

Protocol Templates
Creating New Templates
Create a Template From a Past Prescription
Applying Templates
Managing Templates
Upload Fullscript 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!

Tip! Upload evidence-based protocols Protocols from Fullscript's Knowledge Center to use with your patients.

Creating New Templates

Starting a New Template

You can start a new template from multiple areas in the platform then build it in the Rx tool where it can be saved for future use. 

To get started, select the down arrow beside New Prescription, then Create template. 

Starting a new template.

Creating the Protocol Template 

After starting a new template, you'll build the protocol in the Rx tool. See The Rx Tool: Writing Prescriptions for a complete walkthrough. When finished, select Save as template, name it, then Save template.

Saving a protocol as a template in the Rx tool.

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 an activated 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. Add a template name and edit if needed
5. When finished, select Save
   

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

Applying Templates

To apply a protocol template:

1. In the Rx tool, add a new or existing patient to the treatment plan.
2. Select Templates
3. Search for a template then select Apply. Repeat this step to apply multiple templates to a single prescription.
4. Add and remove products, adjust dosages and quantities, and personalize the message as needed.
5. When finished, click Send prescription or Prescribe and place order.

Applying a protocol template to a new prescription.

Managing Templates 

 Edit or remove saved templates from the template management page, accessible from the Prescriptions menu.

Navigating to saved protocol templates to make changes or delete from your dispensary.

Upload Fullscript Protocol Templates

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.

Upload Fullscript protocols from our Knowledge Center to use in your dispensary.