Creating and applying templates

Templates

Use templates to send plans for individual patients or multiple patients with just a few clicks. You can also share your templates with colleagues in your dispensary, supporting patient wellness across your whole practice.

Our in-house integrative medical advisory team has also curated evidence-based templates that you can explore in the platform and from within Fullscript’s Knowledge Center.

Video: Building plans | Applying and editing ready-made templates

Creating new templates

To build a new template:

1. Click Plans in the left-side menu.
2. Select Templates.
3. Click Build template.

4. Choose whether you’d like to share the template with All staff, Specific staff, or Only me.

5. Create your template the same way you would create a plan, adding products, labs, resources, a message snippet, etc.

6. Select Review, then give your template a title.

7. When you’re finished, click Save template.

Creating templates from existing plans

Multi-patient plans can be saved as templates to save time creating new plans in the future. 

To save a multi-patient plan as a template:

1. Click the Plans tab.
2. Then, click Multi-patient in the dropdown.

3. Click on the multi-patient plan you’d like to save, which will open a drawer from the right of the page.
4. At the bottom of the drawer, type in a name for the template.
5. Then, click Save.

Applying templates to new plans

To apply a template to a new plan:

1. Click Plans. 
2. Then select Templates.
3. Open the template you’d like to use, then select Add to plan.

4. Make any changes you need to, then select Review.
5. Click Send to patient when finished.

Applying Fullscript-curated templates to plans 

Templates created by Fullscript’s Integrative Medical Advisory Team are developed using an evidence-informed approach and are available to providers directly in the plan builder tool.

To apply a Fullscript template to a plan:

1. Select Plans.
2. Then, click on Templates.
3. Scroll down in the drawer to the Made by Fullscript section, and click on the template you’d like to apply.

4. Review the template then click Add to plan.

5. Make any changes you need to, then select Review.
6. Click Send to patient when finished.

Editing and deleting saved templates

To modify or delete a template in your account:

1. Select the Plans tab.
2. Click on Templates.
3. Select the template you’d like to edit or delete.
4. Click Delete to delete the template or Edit to modify it.