Resource Center

Add-ons

Introduction

Practices selling supplements off their shelf often face problems in managing their inventory. The issues they face include.

  • Managing expired products and returning them to the Supplier.
  • Potential Insurance Costs they incur to store inventory.
  • Working Capital gets blocked, affecting cash flow.
  • Longer turnaround time for receiving stocks from suppliers, hindering business, etc.

With the integration of Fullscript, Charm allows the Providers to access the industry's largest catalog of professional-grade supplements that can be prescribed online through their personalized store. The order is then directly shipped to Patients by Fullscripts.

Fullscript Integration Workflow

Fullscript Integration Workflow

Configuring Fullscript Add-on

If you don't need to carry your own inventory and just want to electronically order supplements, you can make use of the Fullscript Add-on. Fullscript, the online dispensary platform empowers Providers by providing seamless access to its catalog of professional-grade supplements. By enabling this Add-on, you can order supplements to Patients electronically within the Charm.

Once you have created the account with Fullscript, Practice Admin or Office Manager can link their Fullscript account to Charm. To enable this feature,

  1. Go to Setting > Fullscript
    Fullscript Option
  2. To link your Fullscript account, select the 'Yes, I have a Fullscript account' option. If you wish to apply the integration settings to all the Facilities, select the 'Apply this to all Facility' option. If you need to have separate Fullscript accounts for different Facilities, you may need to follow these steps for each of your Facilities to link your Fullscript account. Click on the 'Choose your Fullscript Account' button.
    Configure Fullscript Account
    Fullscript Terms
  3. Sign in to your Fullscript account with your credentials and authorize the integration.
    Sign In to Fullscript
    Fullscript Authorization
  4. The list of all Providers will be fetched from Fullscript and displayed to you. Map the list to the members already added to Charm and click on the 'Associate' button. If a member does not have a Fullscript account, choose the 'Enroll this member in Fullscript' option in the 'Fullscript Member' field. This will create the user account automatically in Fullscript.
    Map Fullscript Providers
  5. Once associated, the status will get 'Enabled' against the users.
    Fullscript Provider Status
  6. If you wish to disable the integration for a specific user, select the option '--Select--' in the 'Fullscript Member' field against the user to be disabled and click on the 'Associate' button.

Creating Template from Fullscript

To create the template from Fullscript, click on the '+ Supplement' button and select the 'Fullscript' option. The following dialog opens up.
Creating Fullscript Supplement Template

Search for the supplement name from the Fullscript database and add intake details. Click on the 'Add' button to save the supplement to the template.

Adding Supplements from Fullscript Database

  1. Add the supplements to the chart by searching the Fullscript database using the 'Add Sx > Fullscript' option.
    Add Supplement from Fullscript Option
  2. Search for the supplement from the Fullscript database.
    Add Supplement from Fullscript
  3. Click on the 'Prescribe' option, add the intake details, and add it to the chart.
    Prescribe Supplement from Fullscript

Adding Supplements from Fullscript Categories

  1. Click on the 'Load my Categories from Fullscript' option.
    Load Fullscript Categories
  2. Fullscript categories get loaded from the user's Fullscript account. Select a category to view all the products linked to that category. Choose the products and containers as required from the list. Fill in the intake details and add the product to the chart.
    View Fullscript Categories

Transmit Fullscript Orders Electronically

  1. To send the prescribed supplements to Fullscript electronically, click on the 'Transmit > Fullscript' option.
    Transmit to Fullscript Option
  2. The following dialog opens up. Select the supplements that you would like to send electronically to Fullscript. If you wish to provide discounts to the Patients, use the 'Patient Discount' option from the 'Fullscript Discount Details' section.
  3. There are two levels of discounts. The ‘Clinic Level Discount’ is provided by Fullscript for your Clinic will be applied to all your Patients. On top of this discount, ‘Patient Level Discount’ can be given to specific Patients. Discount given to Patients are persisted against the Patient and will appear again for subsequent transmissions. (Note that the Clinic level discounts cannot be modified.) Click on the 'Send' button.

Note: Only the supplements are added from the Fullscripts database can be transmitted electronically.
Transmit to Fullscript

Once it is sent electronically, the supplement status changes to 'Transmitted Electronically'.
Fullscript Transmit Status