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Navigating patient profiles, plans, and order history

Last modified: December 2, 2025

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

Global patient access settings

Last modified: February 10, 2026

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...

Sharing multi-patient plans

Last modified: January 19, 2026

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

Dispensary and individual patient discounts

Last modified: October 31, 2025

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

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

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

Cerbo (by MD HQ) integration

Last modified: December 18, 2025

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

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

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