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Last modified: May 24, 2024

Requesting your patient’s current supplements

Overview

Collect details on all of the supplements your patients are currently taking — regardless if they’re available in Fullscript — in one source of truth, making it easier for you to create supplement plans that lead to better health outcomes.

Patients can share what they’re taking by scanning container barcodes, or searching from a database of 80,000+ products.

Once a patient shares their current supplements, you’ll get a detailed ingredient breakdown for each product, as well as a daily summary, available in their profile or when you’re reviewing a plan before hitting ‘send.’

Requesting current supplements from a patient’s profile

New patients who are sent a welcome email will be asked to provide information on their current supplements the first time they sign in to their Fullscript account. For existing patients, you can request their supplement information without leaving your practitioner account.

To send a request for a patient to add their current supplements:

  1. Click Patients in the navigation bar.
    Selecting the patients tab from the navigation bar

  2. Enter a patient’s name into the search bar, then click their name to open their profile.
    Selecting a patient from the patient list

  3. In the Current supplements tab of a patient’s profile, click Request supplement details.
    Request supplement details button

When your patient adds their current supplements, you’ll be notified so that you can review the information they’ve provided.

Note:

A second request can’t be sent until your patient has responded to the first.

Requesting current supplements using your custom link

You can copy a custom link that can be added to online intake forms, email campaigns, or shared via in individual messages to prompt patients to upload their current supplement list. 

You can copy your custom link URL directly from the homepage of your practitioner account. Click Copy link to copy it to the clipboard of your device then paste it as needed into your patient onboarding workflow.

Copying request link for external use
Copy your custom link from your account homepage.

Requesting current supplements via a store invite

Request current supplements from your new patients as they sign up for Fullscript. By checking the Sent invite email box in the create patient modal, Fullscript will send an invite to the patient that asks them to sign up for their Fullscript account and upload their current supplements. 

Checking send invite email.
Checking Send invite email to request current supplements from a new patient.

Reviewing a patient’s current supplements list

You’ll be notified via email after a patient provides their supplement information. Using data and automation, you’ll get a detailed breakdown of your patient’s daily product and ingredient intake based on their input, which you can then find in their patient profile.

Ingredient intake breakdown in the patient profile.
Viewing Current supplements on a patient profile.

You can then use that breakdown, along with the Ingredient intake summary feature, to better build your patient’s plan. You can also send a new current supplement request at any time.

Note:

A second request can’t be sent until your patient has responded to the first.

Reviewing current supplements in a patient profile

To find the supplement information provided by your patient:

  1. Click Patients in the navigation bar.
    Selecting the patients tab from the navigation bar

  2. Enter a patient’s name into the search bar, and click their name to open their profile.
    Selecting a patient from the patient list

  3. The Current supplements tab will be open by default. You can review their current supplements, or send a new request.
    Viewing current supplement information, with the option to make a new request

Reviewing current supplements in the supplement plan tool

While building or editing a supplement plan for a patient, select View patient details to see the list of products they’re currently taking.

view patient details.gif
Viewing current supplements in the supplement plan tool.

Who can review a patient’s current supplements

All practitioners or staff members who can access a patient’s profile will have access to their current supplements information. The ability of a practitioner to access a specific patient profile may be affected by the Global patient access settings for the dispensary.

Exporting current supplement data

Use export options to easily add ingredient and product details about any supplements your patients take to their health records. Optimize your supplement plans with a clearer picture of patient ingredient intake.

You can export current supplement data in three formats:

  1. Plain text (includes supplement name, brand name, dosage, and frequency)
  2. PDF (includes title, export date, supplement name, brand name, dosage, frequency, and ingredient breakdown)
  3. Print (includes title, export date, supplement name, brand name, dosage, frequency, and ingredient breakdown)

To start the export, navigate to the Current supplements tab of a patient profile and click on the options menu ( ). Then, select your preferred format. A modal will appear where you can confirm your selection.

Exporting current supplement data
Exporting current supplement data from a patient profile.

Maintaining current supplements

Once patients have completed their initial supplement request, they can continue to update their list as their routine changes.

By returning to the My health section of their account, patients can update their list of current supplements at any time. Additionally, if a patient places an order for an item not on their list of current supplements, they’ll be prompted to add it to the list immediately after the order is confirmed. 

A prompt to add to current supplements.
A prompt for patients to add newly ordered items to their current supplements.
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