The plan building tool

Overview

Use the plan building tool to send personalized plans to your patients by email and/or SMS message. Patients can log into their accounts on their preferred device to review their plans then place orders that are delivered right to their doors.

Starting a new plan

To start a new plan from the Home page, select Build plan.

Building a new plan from the Home page.

To start a new plan from the Direct to patient catalog, you can add any product from its Product display page. You can also set your patient access settings at any time by clicking the Select patient(s) button.

You can review the products you’ve added or begin the process of publishing your plan at any time by clicking the Review button.

Adding products from the catalog

After starting a new plan, you’ll be brought to the patient catalog. Here, you can find products you already know and love, discover new products, browse your favorites, explore templates, and add resources.

Search features here function exactly as they do in the catalog tab. See Searching the provider catalog to learn more about searching for products.

As you find products you’d like to add to the plan, click on the product tile where you can select a container size and indicate the duration the product should be taken for with dosage settings.

Custom dosage instructions

Products added to a plan default to supplier dosage instructions. Supplier dosage instructions can be overwritten with custom instructions to better suit a patient’s needs.

Plan optimization

Opportunities make plans that are more accessible and achievable for patients. You may see an opportunity to View plan optimizations on the plan review page. This feature gives you access to other products that may be a better fit for the outcomes your patient’s circumstances, and what they’re looking to achieve.

Adding patients to individual plans

To add a patient to your new plan, click Select patient(s) in the upper right hand corner. Use the search to find a specific patient, click Create patient to add a new one, or browse our share options for multi-patient plans. New patients will be prompted to log in or create an account to view their plans.

Viewing patient history

After selecting Review, you can navigate to their plan history by clicking on their name, then clicking their name again in the Plan for drawer that opens from the right-hand side.

Viewing patient details

After selecting Review, you can select View patient details to see their currently taking, if they’ve uploaded any.

Adding a personalized message

Personalize plans by adding a message. Consider recapping the appointment or providing more information about products included in the plan. You can also create custom message snippets to reuse time and time again. 

Attaching patient education resources to plans

Attach supporting resources of your own or attach content created by Fullscript’s integrative medical advisory team, such as reference guides, meal plans, handouts, infographics, etc., to complement plans and educate patients.

While building a plan, click Resources. You can then browse the available resources or click the Upload resource button to attach your own resources. After selecting the file you need from your device, you can save it to your library for future use or attach it only to the plan you’re working on.

Applying saved templates

Save time building plans with templates — a plan framework that includes products, dosage instructions, messages, and attachments. Apply templates of your own, Fullscript templates developed by our Integrative Medical Advisory team, or templates shared with you by colleagues.

Click the Templates tab under the Catalog menu to browse and add templates.

Sending plans

When you’ve finished, click Send to patient to activate or share it, or select the menu ( ) to perform any of the following actions:

• Select Preview for a quick walk through the patient side of the platform.
• In-office checkout to simultaneously send the plan and place the order with the patient immediately.

Send to patient

Send to patient sends the plan to both the patient’s email address and mobile phone if a phone number has been entered in the patient’s profile.

Adherence survey scheduling

Plans sent without a resulting order within seven days will trigger an adherence survey to the patient’s email inbox. Patients can answer the survey to indicate why they have yet to place an order and offer an opportunity to the authoring provider to address their concerns. Responding to the survey is optional and is done directly from the email.

In-office checkout

In-office checkout sends the plan to the patient and places the order for them so they can get the products sooner.

Previewing plans

Interested in seeing how the plan appears to patients? Select the Preview option, accessible from the menu to the right of the Send to patient button, for a quick look.