Editing plans

Overview

To help your patients reach their wellness goals, we’ve made it easy to remove and swap products from active 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 plan when needed. 

Removing products from active plans

To remove a product from an active plan:

1. Select Plans from the left-side menu.
2. Locate the patient whose plan you want to edit, and click Edit plan.
3. Hover your cursor over the item you want to remove, then click the More options button ( ).
4. Click Remove to remove the product from the plan.

Swapping for a similar product

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 plan for a similar product:

1. Click Plans in the left-side menu.
2. Locate the patient whose plan you want to edit, and click Edit plan.
3. Click on the name of the product you’d like to swap.
4. Click the Compare checkbox.

5. Click the checkbox next to any of the listed items to select them.

6. Click Compare.
7. Scroll down to see the details of each product compared. Hit Add to plan if you find an item you think fits better.

Adding new products

To add a new product to an active plan:

1. Locate the patient whose plan you want to edit.
2. Find the active plan.
3. Hit Edit plan.

4. At the bottom of the plan, click Add supplements and resources to open the catalog.
5. In the catalog, find the product you’re looking for and click Add to plan.

6. Click Review once you’ve finished adding items.
7. Review the details of the updated plan and set your recommended dosage instructions.
8. Click Update plan.

Notifying patients of updates to plans

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:

1. Under Plans, open the plan you’re looking to edit.
2. Click the More options ( ) button, then click Notify patient.

3. In the modal, click Resend email, or input a mobile phone number to send a text message and click Send text.