The plan optimization tool

Compare products to optimize patient plans

Optimize the products in your draft plan to make it more accessible and achievable for your patients. Maintain your ingredient intake recommendations while reviewing adherence opportunities before you hit send. Automated insights help you choose products that are more popular with patients or more cost-effective.

Accessing plan optimizations

The plan optimization feature is accessible in the review plan stage of the supplement plan tool. It offers comparable products that you can swap into the plan, potentially improving patient adherence, cost savings, supplement efficiency, and other benefits.

To access and apply plan optimizations:

1. Begin writing a supplement plan by adding products from the catalog.
2. Click the Review button.
3. If plan optimizations are available, click View plan optimizations to the left of the Products heading.

   

4. Compare the product details by clicking Compare products.
   
5. If you’d like to accept the suggested optimization, click Accept.