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Navigating patient profiles, plans, and order history

Last modified: December 2, 2025

Practitioner accountsPatients & virtual orders

From these profiles, practitioners and staff can manage profile details, monitor adherence to plans, review and track purchases, place orders on behal...

Sharing multi-patient plans

Last modified: January 19, 2026

Practitioner accountsPlans & templatesSupplement plans

Multi-patient plans an easy way to grow your practice that supports one-to-many care.

Global patient access settings

Last modified: March 11, 2026

Practitioner accountsDispensary setupCustom settings

Global patient access or global client access unlocks the ability to assign patients to specific providers in a dispensary. This can be used to restri...

Dispensary and individual patient discounts

Last modified: October 31, 2025

Practitioner accountsPatients & virtual orders

Discounts apply to all products (MSRP) in the dispensary and can't be limited to select products or brands.

Elation integration

Last modified: August 13, 2025

Practitioner accountsIntegrations

An introduction to Elation Elation Health is a technology platform for high-value primary care. Since 2010, Elation has provided clinical-first soluti...

Adding patients to your dispensary

Last modified: January 13, 2026

Practitioner accountsPatients & virtual orders

There are multiple paths to adding new patients to your dispensary.

Cerbo (by MD HQ) integration

Last modified: December 18, 2025

Practitioner accountsIntegrations

Cerbo is a uniquely usable, HIPAA-compliant EHR, practice management system, and patient portal built with functional medicine needs and direct primar...

The plan building tool

Last modified: January 19, 2026

Practitioner accountsPlans & templatesSupplement plans

Use the supplement plan tool to send personalized supplement plans (recommendations) to your patients by email and/or SMS message.

Labs billing and payment

Last modified: December 9, 2025

LabsLabsGetting started: Labs on Fullscript

Fullscript offers flexible billing options for labs so you can choose the method that fits your workflow for each order. Lab billing works differently...