Editing patient profiles

Providers and their staff can update patient details directly from a patient’s profile, including names, email addresses (some limitations apply), and individual discounts. Once patients have logged into your dispensary, they can change their name and email address.

Patient details are part of a broader patient profile that can also include labs, wearable data, and wellness insights when available.

Editing a patient name and email address

Providers and their staff can update patient names at any time from a patient profile. Patient email addresses can only be changed if the patient has never logged into Fullscript using that email address.

If an email address needs to be corrected after a patient has logged in, contact our team for assistance.

To edit a patient’s name or email address:

1. Click Patients in the navigation bar.

2. Search for and select the patient.
3. Click Patient details.

4. In the drawer, click Edit.

5. Edit the patient’s name and/or email address as needed.

6. Click Save.

Managing patient discounts

Practitioners can add or edit individual patient discounts and 1st product order discounts.

Dispensaries set up to make a profit can offer individual patient discounts that stack with the dispensary discount to increase patient savings. Individual discounts only apply to the selected patient and can be updated at any time. Increasing a patient’s discount decreases your profit margin.

To edit an individual patient discount:

1. Click the Patients tab.
2. Search for and select the patient.
3. Click Patientdetails.
4. In the Patient details drawer, click Edit.
5. On the Edit patient screen, select a discount percentage from the Discounts dropdown.

6. Click Save.