Last modified: May 29, 2024
Creating and applying templates
Templates
After creating a template, you can use it to generate and send plans for either individual patients or multiple patients with just a few clicks. You can also share your templates with colleagues in your dispensary, supporting patient wellness across your whole practice.
Tip!
Our in-house integrative medical advisory team has curated evidence-based templates that you can explore in the platform and from within Fullscript’s Knowledge Center.
Creating new templates
To build a new template:
- Click Plans.
- Then select Templates.
- Click Build template.
- Choose whether you’d like to share the template with All staff, Specific staff, or Only me.
- Create your template the same way you would create a supplement plan, adding products, resources, a message snippet, etc.
- Select Review, then give your template a title.
- When you’re finished, click Save template.
Creating templates from existing plans
Multi-patient plans can be saved as templates to save time creating new supplement plans in the future.
To save a multi-patient plan as a template:
- Move your cursor over the Plans tab, and click on Multi-patient in the dropdown.
- Click on the multi-patient plan you’d like to save, which will open a drawer from the right of the page.
- At the bottom of the drawer, type in a name for the template, then click Save.
Note:
You can only create a new template from a multi-patient plan. This is to avoid sending any personal information from a specific patient to other patients or colleagues.
Applying templates to new supplement plans
To apply a template to a new supplement plan:
- Click Plans.
- Then select Templates.
- Open the template you’d like to use, then select Add to plan.
- Make any changes you need to, then select Review.
- Click Send to patient when finished.
Note:
For a multi-patient plan, click Publish plan to complete the supplement plan.
Applying Fullscript-curated templates to supplement plans
Templates created by Fullscript’s Integrative Medical Advisory Team are developed using an evidence-informed approach and are available to practitioners directly in the supplement plan tool.
Note:
You should use your clinical judgment to customize these plans and determine if a plan is appropriate for a patient.
To apply a Fullscript template to a supplement plan:
- Select Plans, then click on Templates.
- Scroll down in the drawer to the Made by Fullscript section, and click on the template you’d like to apply.
- Review the template then click Add to plan.
- Make any changes you need to, then select Review.
- Click Send to patient when finished.
Note:
For a multi-patient plan, click Publish plan to complete the supplement plan.
Editing and deleting saved templates
To modify or delete a template in your account:
- Select the Plans tab and click on Templates.
- Select the template you’d like to edit or delete.
- Click Delete to delete the template or Edit to modify it.
