Setting up labs and supplements

Labs and supplements are managed in Settings under Dispensary. Turn each feature on there, then finish setup with Junction, Fullscript, the Lab ranges library, and the Supplements library as needed.

How do I turn on Labs?

In the left sidebar, click Settings. In the settings menu, under Diagnostics, click Labs to turn lab workflows on for the whole practice.

Use Settings (1) to open organization settings, then Labs (2) under Diagnostics to open lab feature settings.

1. Turn on Labs.
2. Select Save changes.
3. In Complete setup, select Connect Junction if you want to provision lab ordering through Junction.
4. In Complete setup, select Connect Fullscript if you want to order Fullscript labs from the patient chart.

After the setting is saved, lab reports and lab orders appear on patient and visit pages, and lab reports appear in the portal.

For ordering steps, see Ordering labs through Junction and Ordering labs through Fullscript.

How do I turn on Supplements?

In the left sidebar, click Settings. In the settings menu, under Dispensary, click Supplements to turn supplement workflows on for the whole practice.

Use Settings (1) to open organization settings, then Supplements (2) under Dispensary to open supplement feature settings.

1. Turn on Supplements.
2. Select Save changes.
3. In Complete setup, select Supplement templates if you want reusable protocols your team can chart in one step.
4. In Complete setup, select Connect Fullscript if you want to recommend supplements through your Fullscript dispensary.

After the setting is saved, Ona adds a Supplements page to patients and visits, plus a Supplements charting section.

How do I manage lab ranges?

In the left sidebar, click Library. In the Library menu, click Lab ranges to create and maintain clinic reference ranges. Labs must already be enabled.

Use Library (1) to open the shared library area, then Lab ranges (2) to open clinic reference ranges.

1. Create or edit a clinic range, or import one from the library. When you import, upload a functional-range chart or a page of a lab's handbook. Ona reads the ranges; you choose which to keep.
2. Delete a range you no longer need.

Clinic ranges are used in lab report review, where clinicians can compare results against the range your clinic chose.

How do I connect Junction?

In the left sidebar, click Settings. In the settings menu, under Diagnostics, click Junction to provision Junction for lab ordering. This page is available after Labs or Supplements is on.

Use Check status (1) to refresh Junction status after the clinic is provisioned. Use Re-run provisioning (2) if you need to provision again. Use Junction messages patients (3) to choose whether Junction texts and emails patients about draws and results. Review Environment (4) to see which Junction environment the clinic is in.

1. If the page shows Not provisioned, select Provision clinic in Junction.
2. If the page already shows Setup incomplete or Ready, select Check status to refresh the status, or select Re-run provisioning to provision again.
3. Review Environment, Webhook, Webhook inbox, and Provisioned to check the current setup state.
4. In Patients, turn Junction messages patients on or off.
5. If you changed patient messaging, select Save changes.

After provisioning, the page shows the clinic's Junction status. If provisioning fails, Ona shows Provisioning failed.

How do I connect Fullscript?

In the left sidebar, click Settings. In the settings menu, under Dispensary, click Fullscript to connect your Fullscript practitioner account. This page is available after Labs or Supplements is on.

Use Settings (1) to open organization settings, then Fullscript (2) under Dispensary to open the connection page.

1. Select Connect Fullscript.
2. If your browser blocks the new tab, allow pop-ups for this site and select Connect Fullscript again.
3. Finish the Fullscript authorization in the new tab.

After the connection completes, the page shows Connected. If Fullscript returns it, Ona also shows Practitioner ID.

When Fullscript is connected, this admin account can use the Fullscript integration for dispensary workflows.

How do I reconnect or disconnect Fullscript?

In the left sidebar, click Settings. In the settings menu, under Dispensary, click Fullscript when you need to refresh or remove the practitioner connection.

Use Reconnect (1) to authorize the account again. Use Disconnect (2) to remove the practitioner connection. If Fullscript returned it, Practitioner ID (3) shows which Fullscript account is connected.

1. Select Reconnect to authorize the Fullscript account again.
2. To remove the connection, select Disconnect.
3. In Disconnect Fullscript?, select Disconnect.

When Fullscript is disconnected, dispensary workflows for this admin account stop using that practitioner connection until you connect again.

How do I create a supplement template?

In the left sidebar, click Library. In the Library menu, click Supplements to build reusable supplement groups your team can chart in one step. Supplements must already be enabled.

Use Library (1) to open shared library tools, then Supplements (2) to open your supplement templates.

Use Template name (1) to name the template. Use When to use (2) for internal guidance on when your team should choose it. Use Add supplement (3) to add another item, or use Add the first supplement (4) when the template is still empty.

1. Select New template.
2. Enter a name at the top of the sheet.
3. In When to use, describe when your team should choose the template. This note is internal, shown when choosing a template, and never copied onto a patient's chart.
4. Select Add supplement. If the template is empty, select Add the first supplement — a product, an ingredient, or anything typed.
5. Search for an ingredient, brand, or product, or type a custom supplement, then select Add.
6. Add any dose details, instructions, or note as needed.
7. Select Create template.

The template is saved to your organization's library and can be applied from a patient's Supplements page or the Supplements section in a visit.

How do I edit, duplicate, retire, restore, or delete a supplement template?

In the left sidebar, click Library. In the Library menu, click Supplements to maintain the templates your team applies to charts.

Open the template card menu (1) for template actions. Use Edit (2) to open the template, Duplicate (3) to make a copy, Retire (4) to hide it from the apply picker, and Delete (5) to remove it completely.

1. To edit a template, open its card or open the template card menu and select Edit.
2. Make your changes, then select Save. To undo unsaved edits, select Discard.
3. To copy a template, open the template card menu and select Duplicate.
4. To hide a template from the apply picker without deleting it, open the template card menu and select Retire. If the template is already retired, open the same menu and select Restore.
5. To remove a template completely, open the template card menu and select Delete.
6. In Delete template?, select Delete.

A duplicate is created with (Copy) added to its name. Retired templates stay visible on the library page, but they are hidden when someone applies a template. Deleted templates are removed from the library, and supplements already charted from them stay on those patients' charts.

How do I import a supplement template from the library?

In the left sidebar, click Library. In the Library menu, click Supplements to start from guideline-based protocols with cited doses.

Use Supplements and doses (1) to see what the template includes. Use Reference (2) to see the cited source. Select Import (3) to copy the template into your organization's library, or Close (4) to leave the preview.

1. Optional: narrow the library with All, Foundations, Women’s health, Deficiency, Digestive, Clinical, or Sleep & performance.
2. Select Preview to review the template's supplements, doses, instructions, notes, and references.
3. Select Import.
4. Select Open from the card, or Open template from the preview, to edit your imported copy.
5. Review doses and swap in the products you stock before using the template.

Imported templates become part of your organization's supplement templates. If a library template is already imported, the card shows Open and the preview shows Open template instead of another import action.

What can't I do here?

In dispensary settings and the Supplements library, these limits apply:

• Only owners and admins can change dispensary settings in Settings.
• If both Labs and Supplements are off, opening Junction or Fullscript sends you back to dispensary settings.
• If Supplements is off, opening the Supplements library sends you to the Supplements settings page under Dispensary in Settings.
• You cannot create or save a supplement template until it has a name and at least one supplement.
• You cannot import the same library template twice. After it is imported, use Open or Open template instead.
• On archived patients, the Supplements page in the chart and the Supplements section in visits are read-only, so nothing new can be added there.

Common questions

Does Fullscript connect for the whole practice or just my account?

It connects the Fullscript practitioner account for the admin account that authorizes it. The connection page says when it is connected, this admin account can use the integration, and disconnecting stops dispensary workflows for this admin account until it connects again.

What do the Junction statuses mean?

Server not configured means the deployment does not have Junction credentials and needs Ona support to configure the server. Not provisioned means the clinic has not been provisioned in Junction yet. Setup incomplete means the clinic is provisioned but not fully ready. Ready means Junction is ready for lab ordering.

Why can't I open the Supplements library?

The library page opens only after Supplements is enabled. If Supplements is off, Ona sends you to the Supplements settings page under Dispensary in Settings.

Can I import the same library template twice?

No. Once a library template is already in your organization's templates, the library shows Open on the card and Open template in the preview instead of another import action.

Where does the team use supplement templates?

Templates appear when someone adds supplements from a patient's Supplements page or the Supplements section in a visit. For charting steps, see Adding supplements and using supplement templates and Recommending supplements.