Patients & virtual orders: Dispensary & individual patient discounts

Practitioners

In this article:

Overview
Extendable discounts
Setting a dispensary discount
Providing patient discounts while creating patients
Adjusting discounts for existing patients
Offering 1st product order discounts for patients
The patient experience: How discounts are displayed

 

Overview

Dispensary owners can choose to earn a margin from product orders placed in their dispensary. Doing so allows some flexibility to extend discounts to patients through dispensary-wide and individual patient discounts. These discounts are stacked when used together and can't exceed the maximum discount available in your region. The maximum discount or profit margin available is 35% for US dispensaries and 25% for Canadian dispensaries.

Patients of no-profit dispensaries receive a 10% discount off all products automatically. This discount can't be adjusted.

Tip! During Fullscript-run patient promotions, you can extend an additional discount to your patients for a set period of time. We take care of all marketing for practitioners, activate and deactive the extended discount, plus take care of order and platform support, making it possible for practices of any size to host successful promotions.

 

Extendable discounts

The following discounts are available for profit accounts only, are stackable, and reduce the profit margin earned from patient orders. Discounts apply to all products (MSRP) in the dispensary and can't be limited to select products or brands. Discounts can be changed at any time except during active Fullscript-run patient promotions.

1. Your dispensary or dispensary-wide discount applies to all patients in the dispensary — change it here!
2. Individual patient or client discounts apply to individual patients. This discount can be set when adding or importing new patients and can be updated for existing patients from their patient profile.
3. 1st product order discounts apply to individual patients and extend additional savings on the patient's first product order only.
4. Promotional discounts apply to all patients in your dispensary during Fullscript-run patient promotions only. This discount increases patient savings for a limited time. If enrolled, this discount is enabled/disabled as the promo begins and ends.

 

Setting a dispensary discount

Your dispensary discount can be updated at any time and offers a discount to all patients in your dispensary. Changes are reflected in your patient accounts immediately and can't be retroactively applied to orders placed before changes were applied.

 

Instructions for US dispensaries

To adjust your patient dispensary-wide discount:

1. Go to the Payouts & tax page (found in Dispensary settings).
2. Click the pencil icon (  ) and adjust your profit margin. As you increase your margin, the patient discount will decrease, and vice versa. This discount will apply to all patients in the dispensary and will be in addition to individual patient discounts. Discounts cannot exceed the 35% discount maximum (US dispensaries).
   
   

 

Instructions for Canadian dispensaries:

To adjust your patient dispensary-wide discount:

1. Go to the Payments page (found in Dispensary settings).
2. Click the pencil icon (  ) and adjust your profit margin. As you increase your margin, the patient discount will decrease, and vice versa. This discount will apply to all patients in the dispensary and will be in addition to individual patient discounts. Discounts cannot exceed the 25% discount maximum (Canadian dispensaries).
   
   

 

Profit margin v. patient discount example

Increasing your profit margin decreases the dispensary-wide patient discount and vice versa. Consider this example: If a US dispensary selects a profit margin of 20%, offering a 15% discount off the MSRP of products for all patients.

If decreasing to a 15% profit margin, the discount would increase to 20% in all patient accounts immediately and stack with any individual discounts applied to the patient's profile (up to the maximum available in your region). 

 

Providing patient discounts while creating patients

Unlike a dispensary discount, providing a patient discount won't impact any other patient's discount in your dispensary. You can specify patient discounts as patients are created or by editing an existing patient's profile.

Tip! You can add patients to your dispensary with or without a treatment plan or import patients in batches. When importing patients, a discount column can be included in the CSV file to set discounts as patients are created via the import.

 

To extend a patient discount on products while adding a new patient:

1. While creating a new patient, click Additional product savings.
2. From the Additional product savings menu, select a patient discount. 
3. Finish the patient's profile and create the patient, or create them and start a new prescription. Prices will be reflected in treatment plans, general wellness protocols, and patient catalogs at the discounted rate. 

Providing a patient discount while adding a new patient.

Note: Patient and dispensary discounts are stackable and apply to all purchases made by the given patient. Discounts can't exceed the maximum discount for your region.

 

Adjusting individual discounts for existing patients

Patient discounts can be added or edited for existing patients at any time. Changes are reflected in patient accounts immediately.

To adjust a patient's discount:

1. While on the Patients page, use the search field to look up the patient profile.
2. Select the patient from the search results.
3. Click Edit patient profile.
   
   
   
   
4. Under Additional information, click + Additional product savings and select a discount.
   
   
   

   Note: Click the x to remove a discount then click Save patient to submit your changes.
   
   

5. Click Save patient.

Note: Patient and dispensary discounts are stackable and apply to all purchases made by the given patient. Discounts can't exceed the maximum discount for your region.

 

Offering 1st product order discounts to patients

First product order discounts can motivate your patients to get started on their wellness journeys! You can provide a first product order discount while creating a patient and to any patient who hasn't already placed their first product order. 

To provide a first product order discount while creating a patient:

1. While creating a new patient, click + 1st product order discount.
2. From the 1st product order discount menu, select a discount. 
   
   
   
   
3. Complete the patient's profile and click Create patient. The discount will immediately reflect in treatment plans, general wellness protocols, and patient catalogs for the 1st order only. 

 

To provide a first product order discount to an existing patient:

1. While on the Patients page, use the search field to look up the patient profile.
2. Select the patient from the search results.
3. Click Edit patient profile.
4. Under Additional information, click + 1st product order discount and select a discount.
   

   Note: Click the x to remove a discount then click Save patient to submit your changes.

5. Click Save patient.

Providing a first product order discount to an existing patient.

 

The patient experience: How discounts are displayed

Discounts are actively displayed in patient accounts either as a flat discount (all dispensary and individual discounts combined) or the retail price slashed out and replaced with the discounted price. See the images below for examples of where and how discounts are displayed to patients in their accounts.

In treatment plans (prescriptions/recommendations) and shared protocols:

A patient prescription with the discounted price ($) replacing the retail price.

 

In the shopping cart:

A patient shopping cart displaying the available discount (%).

 

In the catalog (if available):

The patient catalog displaying the available discount (%).

 

Discounts are also shown in their order history, autoship, emails, and anywhere supplement or wellness products are displayed.