Plan template overview

Modified on Tue, Aug 4 at 10:04 AM

Administrators can set up and customize species-specific wellness plan templates to fit practice needs. Templates standardize wellness plan offerings and guide staff through the add plan process quickly and consistently.

Administrator

Wellness Plan Templates page

From the Wellness Plan Templates page, an administrator can perform the following actions:

Add a new template

Edit an existing template

Delete an existing template

Rearrange the order templates appear on the Choose a Wellness Plan page

Edit Plan Template page — three tabs

The Edit Plan Template page is accessed when adding a new template or editing an existing one. It is divided into three tabs:

Tab 1

General

Core template settings — title, fees, species, renewal, and discount

Enter the following information to define the template's core settings:

Field	Description
Title	A unique name for the template (e.g., Puppy Gold, Adult Cat Silver).
Abbreviation	A unique shortened version of the title. Limited to 5 characters.
Initial Fee	The one-time fee charged to newly enrolled members.
Base Monthly Fee	The recurring monthly fee for this plan type. If changed after plans have been configured, an option appears to apply the new price to previously configured renewal plans.
Discount Percent	The discount applied to eligible non-wellness plan items added to the invoice and paid on the day of service. Does not apply to items with a WP item ID or any item specifically excluded by the practice.
Species	The species this template is associated with (e.g., Canine, Feline).
Status	Active or inactive status of the template.
Automatic Renewal Plan	The plan type this template automatically renews to, if different from the current type. If changed after plans exist, each existing plan must be manually updated — future plans will renew to the new type automatically.

Tab 2

Health Care Agreement

Plan-specific terms, service descriptions, and restrictions

Use this tab to enter the information and restrictions that print on any healthcare agreement associated with this plan type. The details entered here display in the same format when viewing a pet's agreement.

There are four content boxes available, each with a title and a details area. Text can be bolded or formatted as a bulleted list. For example, a Puppy Gold template might include a box titled Procedures/Other with a line item for Hysterectomy or Castration Surgery.

There is also one Restrictions box for entering limitations that apply to this plan type. For example: "Vaccinations, tests and procedures must be done prior to the seventh month of age in order to be covered under the plan."

Tip: Click the Preview HCA button at the bottom of the page to see a sample healthcare agreement based on the information entered in this tab before saving.

Tab 3

Items

Base items, optional items, and available items for this template

The Items tab identifies which wellness plan items are available for use with this template. Items are organized into three areas:

Base Items

Items included in all wellness plans associated with this template. Each line displays the item ID, description, group name (if applicable), price, type, and quantity. Quantity can be updated. Items can be removed or reordered.

Example: Annual exam

Optional Items

Elective items that may be added to a plan for an additional fee. Each line displays the item ID, description, group name (if applicable), price, and type. Items can be removed or reordered.

Example: Heartworm preventative

Available Items

WP items imported from the PiMS that are not yet assigned to Base or Optional. Each line displays the item ID, description, group name (if applicable), price, type, and an option to add as a base or optional item. Organized by item ID.

Important — save before exitingWhen any item is added or updated in the Base Items or Optional Items area, that line is highlighted in light green and a Save button appears at the bottom of the page. If the Save button is not clicked before leaving the Edit Plan Template page, all highlighted changes will be lost.

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