Plan items are imported from the practice management software (PiMS) during synchronization. To make changes to these synced items, do the following:
- Place the mouse pointer over the Menu and select Admin > Wellness Plan Items to display the Wellness Plan Items page.
- Click the Edit link to the right of the item to modify. The Edit Wellness Plan Item dialog box appears.
- From the Unlimited Usage list:
- Select No if a specific quantity of the item is offered.
- Select Yes if there is no limit to the number of this item offered.
- From the Sex list:
- Select Male if this item only applies to males.
- Select Female if it only applies to females.
- Select Any if any pet can use this item.
- In the True Value field, type the price to charge for one unit of the item when cancelling a plan if different from the dollar amount imported from the PiMS.
- From the Sync Usage list:
- Select Yes if the item usage will be updated during synchronization.
- Select No if the item usage will not be updated during synchronization.
- From the Include on Renewal Plans list:
- Select Yesif the item will be added to renewal plans.
- Select No if it will not be included on renewal plans.
- From the Usage Group list, select the category to which this item should be associated.
- In the Instructions field, type guidelines for item usage.
- Click the Confirm button to save any changes and exit.
Note: To change the true value to the price in the PiMS, type same or leave this field blank. If a zero is typed, the system assumes the true value is $0.00.
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