Treatment plans: 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

We’re trying something new! You may spot some differences between this article and what you see in your account. Not to worry, though some buttons and text may not match the steps below, features remain the same.

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.

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. Click Select patient or +Create patient to create a new patient profile.
4. Add a message, educational resources or other attachments, products, and dosage instructions. Protocols available to the practitioner can also be applied. 
5. 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 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 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 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.  

   
   
   
   
3. Click View details on the prescription with a Draft status.  
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 treatment plans

To make changes to active treatment plans:

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. Find the treatment plan that requires an update and click View details.
4. Click Update prescription.
5. 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 treatment plans for more details on editing prescriptions/recommendations, swapping products, and notifying patients of changes to their plans.

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. 

Prescribing and placing the order

Jump right into in-office checkout from a new prescription by clicking 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 basket to start an order. When you're ready to continue through the checkout, click Patient basket and proceed through checkout.

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