Supplement plans: Sharing plans or protocols with multiple patients
Fullscript is getting a facelift.
We’re slowly rolling out an updated platform to make ordering your favourite products easier. Click the image below if your prescriptions appear like this:
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Fullscript is getting a facelift.
We’re slowly rolling out an updated platform to make ordering your favourite products easier. Click the image below if your prescriptions appear like this:
Learn more
Practitioners
In this article:
Overview
Sharing multi-patient plans or protocols with all patients
Sharing multi-patient plans or protocols with select patients
Sharing multi-patient plans or protocols externally (via URL)
Sharing multi-patient plans or protocols as a sub-practitioner
The patient experience
Video: Sharing protocols with patients
Overview
Give your patients access to high-quality supplements without an individual supplement plan or appointment with multi-patient plans (a.k.a. protocols) — an easy way to grow your practice that supports one-to-many care.
We're trying something new!
We're actively testing multiple plan-building experiences to improve practitioner workflows. As you navigate this and related articles, select the tab matching the terminology in your experience to view information relevant to you.
An example of a practitioner experience with Build plan terminology.
An example of a practitioner experience with New prescription/recommendation terminology.
Sharing multi-patient plans or protocols with all patients
Before you continue, please select the button below that matches the terminology you see in your account:
Multi-patient plans allow practitioners to share unique supplement plans with their patients without needing to personalize each plan for every patient. This helps practitioners save time and support one-to-many care.
To share a multi-patient plan with all patients:
- Click Build plan.
- Select Multi-patient plan.
- Build the supplement plan. Personalize supplement plans by adding products, setting dosage instructions, attaching resources, and applying a message snippet.
Tip! Apply a template of your own or one of 40+ templates created by Fullscript's own Integrative Medical Advisory team.
- Give your multi-patient plan a name.
- Ensure that access settings for the plan are set to Entire dispensary.
- Click Publish plan.
Tip! If you only want to share your multi-patient plan with the patients assigned to you and not with the entire dispensary, select Only my patients in the Access modal.
Practitioners can share general wellness protocols with all patients without sending a personalized prescription. Sharing with all patients will not send an email notification.
To share a general wellness protocol with all patients:
- Navigate to the Protocols page by hovering over the Prescriptions tab and selecting Protocols. On mobile devices, tap the menu ( ), then Prescription, followed by My protocols.
Note: Instead of Prescriptions, your dispensary terminology settings may label this tab as Recommendations. You can change terminology in your Account Settings at any time.
- Hover over a protocol, then click Share.
- In the Share protocol modal shown below, click Make public from the Patients tab.
- Lastly, click Share with all patients to make the protocol available to all of your patients!
Tip! You can copy the link to your clipboard to share the protocol with anyone outside of your Fullscript dispensary.
Sharing multi-patient plans or protocols with select patients
Before you continue, please select the button below that matches the terminology you see in your account:
You can share supplement plans with many (select) patients in just a few clicks with multi-patient plans using the same plan builder you're used to. This is useful for offering the same supplement plans to patients with similar wellness goals, recommending general wellness products helping to save time compared to writing individual plans.
To share a multi-patient plan with select patients:
- Click Build plan.
- Select Multi-patient plan.
- Build the supplement plan. Remember to include all necessary products, resources, and message snippets, and to set product dosage instructions.
Tip! You can also apply a template to save time and promote consistent care for all your patients.
- Give your multi-patient plan a name.
- Set the access settings to Specific patients, then use the search bar to search and select patients to share the supplement plan with. Then click Save.
Tip! Keep Send an email notification to my patients enabled to lead patients to new plans available in their accounts. Once published, patients can access these plans from the Community plans page in their accounts.
- Click Publish plan.
Practitioners can share general wellness protocols with specific patients without sending a personalized prescription. Automated emails are sent when protocols are shared with select patients.
To share a protocol with select patient accounts:
- Navigate to the Protocols page by hovering over the Prescriptions tab and selecting Protocols. On mobile devices, tap the menu ( ), then Prescription, followed by My protocols.
- Find the protocol you'd like to share.
- Hover over the protocol, then click Share.
- In the modal, check the box next to each patient you're sharing the protocol with.
- Click Share protocol. Selected patients are sent emails as new protocols are shared.
Note: Use the search field to search for patients that aren't shown in the modal. The number of patients shown in this window is limited to avoid sluggish load times.
Sharing multi-patient plans or public protocols externally (via URL)
Before you continue, please select the button below that matches the terminology you see in your account:
Link your multi-patient plans to emails, newsletters, or your website to share them with your patient list outside of Fullscript. Patients without an account can follow these links to sign up and order through your dispensary. Existing patients are prompted to log into their accounts to view and order products from shared plans.
To copy a multi-patient plan's URL to share outside of Fullscript:
- Hover over the Plans tab, then click Shared plans.
- Click the multi-patient plan that you would like to share via URL.
- In the drawer, click the Modify access tab.
- At the bottom of the drawer, click Copy link.
Link your public protocols to emails, newsletters, or your website to share protocols outside Fullscript. Patients without an existing account can follow these links to sign up. Existing patients can log into their accounts to view and order products from shared protocols.
To copy a protocol's URL to share outside of Fullscript:
- Navigate to the Protocols page by hovering over the Prescriptions tab and selecting Protocols. On mobile devices, tap the menu ( ), then Prescription, followed by My protocols.
- Hover over the protocol you would like to share and select Copy link to copy the unique URL to your clipboard.
Note: Protocols must be shared publicly in order to generate and copy a link.
- Paste the URL in emails, online newsletters, your website, etc., to share the protocol with your client base outside of Fullscript.
Sharing multi-patient plans or protocols as a sub-practitioner
Before you continue, please select the button below that matches the terminology you see in your account:
As a sub-practitioner in a dispensary, your ability to share multi-patient plans will be affected by the Global patient access settings managed by the dispensary owner.
By default, global patient access is turned on, and sub-practitioners can share multi-patient plans with the entire dispensary, with all of their own patients, or with specific patients.
If global patient access is turned off, you can only share multi-patient plans with patients assigned to you.
As a sub-practitioner in a dispensary, your ability to share protocols will be affected by the Global patient access settings managed by the dispensary owner.
By default, global patient access is turned on, and sub-practitioners can't share protocols. Instead, sub-practitioners can apply protocols to new plans for individual clients.
If global patient access is turned off, you'll be able to share protocols with patients who are assigned to you.
The patient experience
Before you continue, please select the button below that matches the terminology you see in your account:
Patients can view your shared multi-patient plans in the Community plans tab in their accounts. When viewing multi-patient plans (or, for them, community plans), patients can see recommended products and their descriptions, download attachments, and read custom messages. They'll then be able to add products to their cart and place an order. Edits to multi-patient plans will update the community plan in patient accounts immediately.
The Community plans tab in the patient experience.
Patients can view your shared protocols in the Shared protocols tab in their accounts. When viewing a shared protocol, patients can see recommended products and their descriptions, download attachments, and read custom messages.
If a patient decides to adopt a protocol into their wellness plan, they can add all or individual products to their cart and place an order. Patients can refer to protocols in their account from the Shared protocols tab at any time unless they're intentionally made private. Any edits made to shared protocols will update the protocol in patient accounts immediately.
Viewing shared protocols in a patient account.