Linking Clients

  • Updated

Once you have successfully linked your Fullscript account to Nutri-Q, there are multiple ways to link your Nutri-Q clients to a Fullscript client profile.

Matching Client Profiles are Automatically Linked

If you have a client profile in both Fullscipt and Nutri-Q that use the same email address, Nutri-Q will detect this and automatically link the two profiles.  In the example below, our Nutri-Q client with the email jslick@nutritionaltherapy.com also exists as an exact-match in the linked Fullscript account. 

When Nutri-Q detects this, you will see the following message in the Recommendations tab of their Client Details page:

automatically-linked.PNG

If the match is not correct, you can click Wrong Fullscript Client to unlink the incorrectly matched profiles and select the correct client or create a new correctly-matched Fullscript client profile. 

Linking Client Profiles Manually

If Nutri-Q does not find an exact Fullscript match for a client, you will see the following message in the Recommendations tab in their Nutri-Q profile.

manual-link-options.png

There are two options to link that Nutri-Q client to a Fullscript Profile:

  • Link client to an existing Fullscript client - Clicking this link will display a list of all your existing Fullscript clients.  If that client already has a Fullscript profile under a different email address, you can select the profile to link it to Nutri-Q.
  • Start new recommendation to create a Fullscript client record - A second option is to start a new Fullscript Recommendation for the current client from within the Nutri-Q interface.  If a client profile does not already exist for that client in Fullscript, it will be created automatically when you add the Recommendation.

Linking A Client to Fullscript by Starting a Recommendation

To start a new Fullscript Recommendation for your current Nutri-Q client, you can click either of the following links:

create-fullscript-client.png

If that client does not have an existing Fullscript profile, you will see the following screen in your Recommendations tab.

create-patient.png

Click Create patient and follow the prompts to create a Fullscript profile for your client.  Once this is complete, your Nutri-Q client will be linked to its corresponding Fullscript profile, and you can continue creating and editing Fullscript Recommendations from within the Nutri-Q interface.

Learn more about Creating Fullscript Recommendations here.