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Fullscript: Create Supplement Plan

Updated: 08/19/2025|Views: 12

Tebra’s Fullscript integration enables providers to streamline supplement prescribing, education, and fulfillment within a single, end-to-end workflow. This embedded experience boosts care quality, minimizes administrative friction, and supports practice growth through a new revenue stream.

Providers with a Tebra and Fullscript account (US only) can connect their accounts to begin creating patients in Fullscripts and writing supplement plans.

Access Fullscript

The provider connect their Fullscript account to Tebra before proceeding. 

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Notes. The Notes page opens.
  4. Click + Create Note. The Encounter Note page opens.
    • If applicable, click Open next to an existing note.
Clinical_Notes_Access.png
  1. Click on the Plan section header. 
  2. Click Supplements. The Select patient link page opens.
    • If applicable, click to select a practitioner.
Clinical_Fullscript_NoteSupplement.png

Create Supplement Plan

  1. The patient's Fullscript profile displays. Click Link patient. The Confirm patient link pop-up window opens.
  2. Click Confirm link to verify the patient can be linked. The Products page opens.
Clinical_Fullscript_LinkPatient.png
  1. Search for applicable supplements and click Add to plan create the patient's plan.
  2. Once all supplements are added, click Review Plan. The Review plan page opens.
Clinical_Fullscript_ReviewPlan.png
  1. If applicable, add a Message, add Resources, or edit the Product instructions.
  2. Click Send to Patient when finished. The Patient Details page opens. 
    Note: The patient will receive an email from Fullscript with instructions to access their plan.
Clinical_Fullscript_SendtoPatient.png

Document Supplement Plan 

  1. Click Copy plan notes to copy the plain text of the plan.
  2. Highlight the text and copy the text.
  3. Click Return To Note. The patient's clinical note opens.
Clinical_Fullscript_ReturntoNote.png
  1. Click on the Plan section header. 
  2. Paste the text.
  3. Continue to document the patient's note.
Clinical_Fullscript_PlanText.png
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