ChARM integration
Last modified: November 11, 2024
An introduction to ChARM ChARM EHR is a cloud-based online ambulatory Electronic Health Record (EHR), practice management, and medical billing solutio...
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Plan writing assistant
Last modified: November 5, 2024
Overview The plan writing assistant helps create personalized supplement plans by analyzing patient-specific data. This tool streamlines the process o...
OptiMantra integration
Last modified: November 15, 2024
An introduction to OptiMantra OptiMantra is an EMR/EHR that empowers you to leverage the same platform and collaborate effectively in multi-disciplina...
Product substitution tool
Last modified: November 12, 2024
Use the product substitution tool to replace at-risk products in patient plans. Products are considered at-risk when they're no longer in our catalog,...
Deleting and archiving patients
Last modified: November 7, 2024
Though you can't delete accounts, you can archive a patient account, preventing them from viewing their supplement plans and placing orders.
Jane integration
Last modified: November 15, 2024
An introduction to Jane Jane (or JaneApp) is a health and wellness practice management platform designed to be helpful to you no matter how or where y...
BodySite integration
Last modified: November 18, 2024
An introduction to BodySite BodySite is a cloud-based lifestyle guidance web portal. It allows you to enroll patients into lifestyle and care programs...
Importing patient lists
Last modified: November 7, 2024
By importing your patient list, you can add all of your patients at once!
Locating your Wellevate store data in Fullscript
Last modified: October 30, 2024
Overview: Locating Wellevate data to Fullscript This guide outlines which data you can find in your Fullscript account if you completed the migration ...
I’m a practitioner. Can I discount products for patients?
Last modified: October 22, 2024
Dispensaries set up to make a profit can set patient-level and dispensary-level discounts for patients. Both discount types apply to all products orde...