Supplement plans: Editing supplement plans
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
Practitioners
In this article:
Overview
Removing products from active plans
Swapping for a similar product
Adding new products
Notifying patients of updates to supplement plans
Overview
To help your patients reach their wellness goals, we've made it easy to remove and swap products from active supplement plans. Changes to plans are reflected in patient accounts immediately. Patients aren't notified when a plan is updated, but you can resend a notification directly from the supplement plan when needed.
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.
Removing products from active plans
Before you continue, please select the button below that matches the terminology you see in your account:
To remove a product from an active supplement plan:
- In the patient's profile, find the relevant supplement plan. At the bottom of the plan, click Edit.
- Hover your cursor over the item you want to remove, then click the More options button ( ).
- Click Remove to remove the product from the supplement plan.
To remove a product from an active supplement plan:
- From the patient's profile, click Prescriptions.
Note: This may display as Recommendations, depending on your dispensary terminology settings.
- Find the active supplement plan containing the product you want to remove and click View details.
- Click Update prescription.
- Hover over the product you want to remove and click the more options menu ( ).
- Click Remove.
Swapping for a similar product
Before you continue, please select the button below that matches the terminology you see in your account:
Fullscript's integrative medical team has curated a list of similar products to help you find suitable alternatives for your patients.
To swap a product in an active prescription for a similar product:
- Find the relevant supplement plan in the patient's profile and click Edit.
- Click on the name of the product you'd like to swap. This will open the catalog drawer on the right.
- In the drawer, scroll down to the similar products heading.
- Find a similar product and click Add. You can click a product's name to read its description and view its ingredients.
- Remove the product you're replacing from the plan.
- Complete all other necessary changes, like updating the new product's dosage instructions, then click Update plan. Plan updates are visible in patient accounts immediately.
Fullscript's integrative medical team has curated a list of similar products to help you find suitable alternatives for your patients.
To swap a product in an active prescription for a similar product:
- From the patient's profile, click Prescriptions.
Note: This may display as Recommendations, depending on your dispensary terminology settings.
- Find the active prescription containing the product you want to swap and click View details.
- Click Update prescription.
- Click on the name of the product you'd like to swap out.
- When the catalog drawer opens, scroll down to the similar products heading.
- Find a similar product and click Add. You can select products to read descriptions and view ingredients.
- Remove the product you're swapping out.
- Update the new product's dosage instructions as needed.
- Click Update prescription.
Adding new products
Before you continue, please select the button below that matches the terminology you see in your account:
To add a new product to an active supplement plan:
- Find the relevant supplement plan in the patient's profile and click Edit.
- At the bottom of the supplement plan, click Add supplements and resources to open the catalog drawer.
- Find the product you're looking for and click Add.
- Close the catalog drawer and complete any further updates like the new product's dosage instructions.
- Click Update plan.
To add a new product to an active supplement plan:
- From the patient's profile, click Prescriptions.
Note: This may display as Recommendations, depending on your dispensary terminology settings.
- Find the plan with the product you want to swap and click View details.
- Click Update prescription.
- When updating a plan, click Add supplements and resources to access the catalog and search for products.
- Select products to see descriptions, ingredients, available sizes, etc. When you find a product to add to the plan, click Add.
- Adjust dosage instructions as needed and click Update prescription when finished.
Notifying patients of updates to supplement plans
Before you continue, please select the button below that matches the terminology you see in your account:
Patients are sent an email notification any time a plan is updated, but patients can also identify updates in their accounts by referencing the date the product was added. This date updates anytime a change is made.
If you don't need to make a change but want to notify a patient about an active plan, you can resend a plan notification at any time.
To resend a notification to a patient:
- Find the relevant supplement plan in the patient's profile.
- At the bottom of the supplement plan, click the More options button, then click Notify patient.
- In the modal, click Resend email, or input a mobile phone number to send a text message and click Send text.
Tip! Text messages lead to better adherence than emails alone. Standard message rates may apply.
Patients are sent an email notification when a plan is updated. Patients can also identify updates by referencing the date a product was added to the plan, which is updated anytime a change is made.
To resend a notification to your patient when a change is made to a plan:
- From the supplement plan, select Options.
- Click Notify patient
- Add a mobile phone number and click Send text to send as a text message. Alternatively, click Resend email to resend the plan to the patient's email address.
Notifying a patient of a plan change via text message.
Tip! Text messages lead to better adherence than emails alone. Standard message rates may apply.