Treatment plans & protocols: Creating and applying protocols

Practitioners

In this article:

Protocols
Creating new protocols
Creating protocols from existing treatment plans
Applying Fullscript-curated protocols
Editing and deleting saved protocols
Applying protocols to a new treatment plan

Protocols

Save time sending prescriptions by starting with a framework that includes products, customized dosage and duration instructions, attachments, and a customized message. Applying a protocol to a new treatment plan and then tailoring it to suit the patient's specific needs later results in significant time savings. 

After creating new protocols, you can share wellness protocols with patients to provide access to common plans without the need for an appointment. Protocols can also be shared with colleagues in your dispensary to share knowledge across teams and their patients, supporting wellness across the entire clinic.

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

Creating new protocols

Build a new shareable protocol

To get started, select the downward arrow ( ) to the right of the New Prescription button, then select Build shareable protocol. On mobile devices, select the file icon ( ) then Build sharable protocol.

Building a shareable protocol.

Tip! Depending on your dispensary terminology settings, you may see the term 'recommendation' instead of 'prescription' in your account. 

Continue building your protocol by giving it a name, adding products, including attachments, and adding a message snippet. To view and apply attachments and snippets, select    View content library. See The treatment plan tool support article to learn more about completing these steps.

When you're done adding to the protocol, select Create protocol. The protocol can be viewed or edited from the My protocols tab on the Protocols page.

Building a protocol using the content library.

Saving a new protocol from the treatment plan tool

New protocols are built and saved directly in the treatment plan tool following the same steps to create a new prescription. In a blank treatment plan, add products, advanced dosage instructions, a custom message or snippet, and attachments. When finished, select the upward arrow icon ( ) Save as protocol, add a name, then click Save protocol.

Saving a new protocol in the Treatment plan tool.

Tip! With a couple of clicks, you can now share protocols with multiple patients at once or your entire patient list. Learn more about shareable wellness protocols.

Creating protocols from existing treatment plans

If you've sent a treatment plan to a patient that you'll use with other patients, consider saving it as a protocol for efficient prescription writing later. 

To save an existing prescription as a protocol:

1. Search for a patient and select their name to view their profile.
2. Find the treatment plan you'd like to use as a protocol and click View details.
3. Click Options (  ).
4. Select (  ) Save as protocol.
5. Add a protocol name.
6. Click Save protocol.

Applying Fullscript-curated protocols

Fullscript protocols created by our integrative medical advisory team are developed using an evidence-informed approach and are available to practitioners in the treatment plan tool.

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

To apply a Fullscript protocol to a treatment plan:

1. In a treatment plan, select View protocol.
   
   
   
   
2. Select the Fullscript protocols tab.
   
   
   
   
3. Click View to preview a protocol and Apply to add it to the treatment plan in progress.
   

   Tip! This action can be repeated to apply multiple protocols to a single prescription.

4. Once applied, add/remove products, adjust dosages and quantities, and add a personalized message.

Editing and deleting saved protocols

To modify or delete a protocol in your account:

1. Hover over Prescriptions and click Protocols. On mobile devices, tap the menu ( ), followed by Prescriptions, then Protocols. 
   
   
   
   
2. Search for the protocol you'd like to change or delete.
3. Hover over the protocol and select the more options icon ( ).
4. Select Edit to make changes, or Delete to remove it from your dispensary. Editing a protocol will not make changes to active prescriptions where the protocol was applied. 

Applying protocols to a new treatment plan

To apply a saved protocol to a new prescription:

1. Click New prescription to start a new treatment plan.
2. Select an existing patient or add a new patient.
3. Select View protocol. You can apply protocols from your own library, Fullscript protocols curated by our Integrative medical advisory team, or protocols shared with you by colleagues.  
4. Search for a protocol then select Apply. Repeat this step to apply additional protocols to a single prescription.
5. Once applied, add/remove products, adjust dosages and quantities, and add a personalized message.
6. When finished, click Send prescription or Prescribe and place order.

Applying a protocol to a new prescription.

Tip! Click View to preview products in a protocol before applying it.