Last modified: November 12, 2024
Plan requests
Overview
In support of our brands’ commitment to practitioner-led care, some brands are now only available via plans. Although new patients won’t have access to plan-only products in your open catalog, they can now request plans, which are proven to boost patient adherence.
Actioning a plan request
When patients find a plan-only product in your Fullscript catalog, they can request a plan in just two clicks.
To fulfill a plan request for a patient:
- You’ll receive an email from us with the product they’re interested in. Select Create plan to open a new plan with that product and the patient pre-populated.
- Adjust the recommended dosage and add other products and notes.
- Select Send to patient . Your patient will be able to purchase (and refill) the products in the plan.
How patients submit plan requests
Patients browsing the Fullscript catalog can view plan-only products but won’t be able to add them to their cart. Instead, patients can request a new plan.
To submit a plan request patients will:
- Locate and select the product in the patient catalog.
- In the Restricted product section, select Request access. The patient will receive a confirmation email letting them know the request was sent.
- If the request is granted, the patient will be able to purchase (and refill) the products in the plan.
Plan-only products in the patient catalog
Products that are plan-only will be marked as such in the catalog. With an open catalog, patients will be able to see plan-only products, but they won’t be available to purchase immediately, with a few exceptions:
- Previously ordered products: If a patient had ordered a product before it was made plan-only, they can still purchase it through their order history and the catalog.
- Multi-patient plans: Depending on the brand, practitioners will be restricted from adding plan-only products to any new or existing multi-patient plans. However, if a plan-only product is present on an existing multi-patient plan, it won’t be removed, and patients will still be able to purchase it.
- Auto refills: If a patient already has a plan-only product in their auto refills, it’ll remain until it’s removed. If it’s removed from auto refills, they’ll need to request a plan if they wish to re-add it.