Templates: Fullscript-made supplement plan templates
Practitioners
In this article:
About Fullscript protocols
Applying Fullscript-made plans in the supplement plan tool
Sharing Fullscript templates or protocols with patients without a treatment plan
Requesting new protocols from Fullscript
Video: Applying Fullscript-curated protocols to a treatment plan
About Fullscript-made supplement plans
With the help of research, clinical, and industry expertise, our Fullscript Integrative Medical Advisory Team has made recommending supplements even easier with supplement plans made by Fullscript available to you directly in the plan builder. Assisting you with the most relevant therapies, our templates (in the Build plan experience) and protocols (in the New prescription/recommendation experience) offer a foundation that can be customized to fit a patient's needs. i.e., dietary restrictions and allergies.
All Fullscript plans are developed using an evidence-informed approach and are available directly in the platform and the Knowledge Center.
Tip! See Creating and applying templates or protocols to learn more about how templates/protocols can save you time.
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.
Applying Fullscript-made plans in the supplement plan tool
Before you continue, please select the button below that matches the terminology you see in your account:
Supplement plan templates made by the Fullscript Integrative Medical Advisory team using an evidence-informed approach are available from the supplement plan tool.
To apply a Fullscript template to a supplement plan:
- In the supplement plan tool, click the Apply template button.
- In the drawer, scroll down to the Made by Fullscript section.
- Select the template you'd like to apply to your plan, then click Apply template.
- Personalize the supplement plans by adding products, setting dosage instructions, attaching resources, and applying a message snippet.
- Once you've made your desired changes, select the patient(s) you'd like to share the supplement plan with.
- Click Send to patient.
Note: You should use your clinical judgment to customize each supplement plan and determine if a plan is appropriate for a patient.
Protocols curated by the Fullscript Integrative Medical Advisory team using an evidence-informed approach are available from the supplement plan tool.
To apply a Fullscript protocol to a supplement plan:
- In any treatment plan, select Apply protocol.
- Select the Fullscript protocols tab.
- Click View to preview a protocol and Apply to add it to the treatment plan in progress. This action can be repeated to apply multiple protocols to a single prescription.
- Once applied, you can add or remove products, adjust dosages and quantities, and add a personalized message.
Applying a Fullscript protocol to the treatment plan.
Note: You should use your clinical judgment to customize each supplement plan and determine if a plan is appropriate for a patient.
Sharing Fullscript templates or protocols with multiple patients
Before you continue, please select the button below that matches the terminology you see in your account:
Give your patients access to supplement plans made by Fullscript's Integrative Medical Advisory team by way of a multi-patient plan.
Note: If you're an additional practitioner in a dispensary, the primary practitioner's Global patient access settings affect your ability to share multi-patient plans. Learn how.
To share a Fullscript-made template as a multi-patient plan:
- Click Build plan.
- Select Multi-patient plan.
- Click Apply template.
- Scroll down to the Made by Fullscript section and select the template you're looking for.
- Click Apply template.
- Make any changes you need to the plan, then give it a name.
- Set your access settings using the Access modal. You can send the plan to the Entire dispensary, Only your patients, or to specific patients.
- Click Publish plan.
Tip! You can share multi-patient plans by URL in newsletters, electronic handouts, your website, etc. — anywhere that supports a hyperlink. Learn how!
Give your patients access to high-quality supplements without a prescription or appointment by sharing wellness protocols with them — a simple feature that supports one-to-many care.
Note: If you're and additional practitioner, your ability to share protocols is affected by the primary practitioner's Global patient access settings.
To share a Fullscript protocol with multiple patients without sending a treatment plan:
- From the Prescriptions (or Recommendations) menu, select Protocols.
Tip! This menu label is dependent on your dispensary terminology settings.
- Find a protocol to share with multiple or all patients simultaneously without a corresponding treatment plan. Select any protocol to learn more about it and view included products.
- Click Copy to my protocols.
- Back on the Protocols page, go to the My protocols tab.
- Click Share.
- In the Patients tab of the Share protocol modal, search and select patients to share the protocol with or click Make public to share with all patients.
Tip! You can share protocols by URL in newsletters, electronic handouts, your website, etc. — anywhere that supports a hyperlink. Learn how!
Requesting new templates or protocols from Fullscript
Before you continue, please select the button below that matches the terminology you see in your account:
If a search for a template doesn't yield results, please don't hesitate to submit a request for new content to us.
If searching for a protocol doesn't yield results, practitioners can send a request by email to Fullscript's Integrative Medical Advisory team by selecting Send a request (shown in the image below) or by emailing imat-protocols@fullscript.com directly.
Request a protocol from Fullscript's IMAT team.