Last modified: February 12, 2025
Fullscript-made plan templates
About Fullscript-made templates
With the help of research, clinical, and industry expertise, the Fullscript Integrative Medical Advisory Team has made recommending supplements even easier. Fullscript-made templates are available directly in the plan builder. Our templates provide a customizable foundation to fit your patient’s specific needs, such as dietary restrictions and allergies.
All Fullscript plans are developed using an evidence-informed approach and are available directly in the platform and the Knowledge Center.
Video: Building plans | Applying and editing ready-made templates
Applying Fullscript-made templates in the plan builder
Plan templates made by the Fullscript Integrative Medical Advisory team, using an evidence-informed approach, are available in the plan builder tool.
To apply a Fullscript template to a plan:
- Select Templates from the left-hand navigation menu while building a new plan.
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- Scroll down to the Made by Fullscript section.
- Select the template you’d like to apply, then click Add to plan.
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- In the upper right hand corner, select Review.
- Personalize the plan by adding products, setting dosage instructions, attaching resources, and applying a message snippet.
- Create or select the patient(s) you’d like to share the plan with.
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- Click Send to patient.
Sharing Fullscript-made templates with multiple patients
Give your patients access to plans made by Fullscript’s Integrative Medical Advisory team by way of a multi-patient plan.
If you’re an additional provider in a dispensary, the primary provider’s Global patient access settings affect your ability to share multi-patient plans.
To share a Fullscript-made template as a multi-patient plan:
- Select Templates from the left-hand navigation menu while building a new plan.
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- Scroll down to the Made by Fullscript section.
- Select the template you’d like to apply to your plan, then click Add to plan.
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- Select Review plan.
- Personalize the plan by adding products, setting dosage instructions, attaching resources, and applying a message snippet.
- Under Plan for, share the plan with all of your patients, the entire dispensary, or search for and select specific patients.
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- Next, give the plan a name.
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- Click Publish plan.
Requesting new templates from Fullscript
If a search for a template doesn’t yield results, please don’t hesitate to submit a request for new content to us.