Treatment plans & protocols: Staff: Creating treatment plans and placing orders for patients

Staff

In this article: 

Overview
Creating new prescriptions
Resuming draft prescriptions
Editing active prescriptions
In-office checkout

Overview

Using the treatment plan tool, staff members can create or finalize treatment 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 as instructed by the practitioner. 

Tip! Depending on the dispensary's terminology settings, treatment plans are referred to as prescriptions or recommendations throughout the platform.

Creating new prescriptions

To create a prescription, log into your staff account and follow these steps:

1. Click the New prescription button.
   
   
   
   
2. Click Start prescription under the practitioner you're creating the prescription on behalf of.
   
   
   
   
3. Add a message, educational resources or other attachments, products, dosage instructions, or apply a protocol created by the practitioner. 
4. 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

Treatment plans are saved automatically as they're created so you can navigate away without losing your changes and 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.

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 prescriptions

To resume a draft treatment plan:

1. Click the Patients tab. On mobile, click the practitioner menu (  ), then All patients.
2. Search and select a patient.
   
   

   Tip! You can apply filters in the Manage patients page to refine your results. To view patients with treatment plans in a draft status, click the Filters button and select Only show patients with drafts.  

   
3. Click View details on the prescription in a Draft state.  
4. In the prescription, click Update prescription.
   
   
   
   
5. Add a message snippet, educational resources or other attachments, products, dosage instructions, or apply a protocol.
6. 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 prescriptions 

If you need to make a change to an active prescription, follow these steps:

1. Click the Patients tab. On mobile, click the practitioner menu (  ), then All patients.
2. 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. 

3. Locate the prescription that requires an update and click View details.
4. Click Update prescription in the treatment plan.
5. Make the necessary adjustments, then click Update prescription. This action automatically sends an email or SMS (if enabled) notification to the patient about the updated prescription. 

Tip! See Editing treatment plans for more details on editing prescriptions, swapping products, and notifying patients of changes to their treatment plan.

In-office checkout

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. 

Prescribe and place order

Jump right into in-office checkout from a new prescription by clicking Prescribe and place order 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 prescriptions in a patient profile. Click Add to basket to start an order. When you're ready to continue through the checkout, click Patient basket. 

Adding to a patient's basket from their patient profile.