Fullscript: Use an Existing Template

Once you have created templates in Fullscript, use them to send quick recommendations to clients.

First, follow the directions in the article Create a Template in Fullscript. 

1. Click Lists → Clients.
2. Click the client and select the Fullscript tab.
3. Click Create a New Recommendation or Open Draft.
4. Within Fullscript, pull up the patient and click the Build Plan button on the top right.
5. Select Start with a template from the dropdown menu.
6. Click the template you wish to use.

   

7. If you do not wish to make changes to the existing template, click Add to Plan.
8. If you need to make changes to the existing template, scroll to the bottom and click Add Items. Select your items and click Add to Plan.

   

9. When the recommendation is complete, click Review Plan.
10. Click Send to Patient.