Supplement plans: Staff: Creating treatment plans and placing orders for 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:
Learn more
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
Staff
In this article:
Overview
Creating new supplement plans
Resuming draft supplement plans
Editing active supplement plans
In-office checkout
Overview
Using the supplement plan tool, staff members can create or finalize plans on behalf of practitioners in the dispensary. This feature can be especially beneficial for multi-practitioner clinic settings where staff and administrators are responsible for wrapping up appointments with patients.
During this wrap-up time, staff can facilitate a sign-up to Fullscript by adding patients to the dispensary, or by creating or resuming a treatment plan started during the appointment.
Tip! Depending on the dispensary's terminology settings, treatment plans are referred to as prescriptions or recommendations throughout the platform.
We're trying something new!
We're actively testing multiple plan-building experiences to improve the workflow of our practitioners. 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.
Creating new supplement plans
Before you continue, please select the button below that matches the terminology you see in your account:
- Click Build plan.
- Click Start plan underneath the practitioner you're creating a supplement plan on behalf of.
- Search for and select the patient you're creating the plan for, or click Create patient.
- Create the supplement plan by adding a message or snippet, adding the necessary products, and any other resources or documents. Also, don't forget to set any dosage instructions.
- Once you've finished the supplement plan, click Send to patient.
Note: Patients will receive an email and/or SMS message notifying them of the new treatment plan. They can follow the link included to sign up or sign in to their account to view it.
To create a prescription, log into your staff account and follow these steps:
- Click the New prescription button.
- Click Start prescription under the practitioner you're creating the prescription on behalf of.
- Click Select patient or +Create patient to create a new patient profile.
- Add a message, educational resources or other attachments, products, and dosage instructions. Protocols available to the practitioner can also be applied.
- Click Send prescription.
Note: Patients will receive an email and/or SMS message notifying them of the new treatment plan. They can follow the link included to sign up or sign in to their account to view it.
Autosaving in the treatment plan tool
Supplement plans are saved automatically as you build them so you can confidently navigate away without losing your changes, or pick up where a prescribing practitioner left off. Return to the Manage patients page to find and resume a draft.
Adding product dosage instructions
Personalize the dosage, frequency of use, duration (optional), and additional notes for the products in the prescription. See Setting product dosage instructions in treatment plans for more information.
Toolbar for changing the dosage, frequency, and duration of a product.
Tip! Make refills simple and activate reminders by checking the Filled-on site box for products picked up during in-person appointments.
Resuming draft supplement plans
Before you continue, please select the button below that matches the terminology you see in your account:
To resume a draft treatment plan:
- Click the Patients tab.
- Search for and select a patient.
Tip! You can apply filters on the Patients page to refine your results. To view patients with treatment plan drafts, click the Patient status dropdown and select Draft available.
- Find the draft and click Edit at the bottom of the plan information box.
- Once you've updated the plan, click Update plan.
Note: Patients will receive an email and/or SMS message notifying them of the new treatment plan. They can follow the link included to sign up or sign in to their account to view it.
To resume a draft treatment plan:
- Click the Patients tab. On mobile, click the practitioner menu ( ), then All patients.
- Search and select a patient.
Tip! You can apply filters on the Manage patients page to refine your results. To view patients with treatment plan drafts, click the Filters button and select Only show patients with drafts.
- Click View details on the prescription with a Draft status.
- In the prescription, click Update prescription.
- Add a message snippet, educational resources or other attachments, products, dosage instructions, or apply a protocol.
- When you're done, click Send prescription to activate the treatment plan and notify the patient.
Note: Patients will receive an email and/or SMS message notifying them of the new treatment plan. They can follow the link included to sign up or sign in to their account to view it.
Editing active supplement plans plans
Before you continue, please select the button below that matches the terminology you see in your account:
To make changes to active treatment plans:
- Click the Patients tab.
- Search for and select a patient.
Tip! You can apply filters on the Patients page to refine your results. To view patients with treatment plan drafts, click the Patient status dropdown and select Draft available.
- Find the plan and click Edit at the bottom of the plan information box.
- When you're done updating the supplement plan, click Update plan.
Tip! See Editing supplement plans for more details on editing active supplement plans, swapping products, and notifying patients of changes to their plans.
To make changes to active supplement plans:
- Click the Patients tab. On mobile, click the practitioner menu ( ), then All patients.
- Use the search field to search for and select a patient.
Tip! Click the Filters button and select a practitioner's name to view only patients assigned to the selected practitioner.
- Find the supplement plan that requires an update and click View details.
- Click Update prescription.
- Make necessary changes, then click Update prescription. This action automatically sends an email or SMS (if enabled) to the patient about the updated plan.
Tip! See Editing supplement plans for more details on editing prescriptions/recommendations, swapping products, and notifying patients of changes to their plans.
In-office checkout
Before you continue, please select the button below that matches the terminology you see in your account:
Need to process a patient's order? Use the in-office checkout tool to get patients started on their treatment plans right away.
In-office checkout can improve patient adherence by getting orders placed to the patient's address right away, making it even easier for your patient to get started on their treatment plan! It's also great to use as a helping hand for your less-than-tech-savvy clientele.
Sending a plan and placing the order
Jump right into in-office checkout from a supplement plan by clicking Checkout when completing your changes. You can find the In-office checkout button using the dropdown to the right of the Send to patient or Update plan button.
Starting in-office checkout from within the supplement plan tool.
Adding products to a patient's basket from their patient profile
You can also start an in-office checkout order by adding them directly from the supplement plans in the patient's profile.
To add products to in-office checkout from a client's profile:
- Scroll to the appropriate supplement plan and find the item you're looking to add to the patient's basket. Then click Add to in-office checkout.
- After you've added all desired products wit hte patient's basket, click Patient basket ( ) to begin in-office checkout.
Adding to the in-office cart from the patient profile.
Need to process a patient's order? Use the in-office checkout tool to get patients started on their treatment plans right away.
In-office checkout can improve patient adherence by getting orders placed to the patient's address right away, making it even easier for your patient to get started on their treatment plan! It's also great to use as a helping hand for your less-than-tech-savvy clientele.
Prescribing and placing the order
Jump right into in-office checkout from a new prescription by clicking In-office checkout when finalizing a prescription.
Starting an in-office checkout order in a new prescription.
Adding products to a patient's basket from prescriptions
You can also start an in-office checkout order by adding products from active prescriptions to the patient basket from their profiles. Click Add to in-office cart to start an order. When you're ready to continue through the checkout, click In-office cart and proceed through checkout.
Adding to the in-office cart from their patient profile.