The Set Up Plan Templates is used to customize species-specific plan templates to fit practice needs. They are used to standardize wellness plan offerings and quickly guide staff through the add plan process. This page displays some of the most popular types of plan templates by default.


An administrator can change information for the default templates, add new templates to fit practice needs and delete those that will not be used with the practice’s wellness program.


To set up plan templates

  • To rearrange the order in which templates display throughout the software:

a. Place the mouse point over the template card to move.

b. Hold down the left mouse button and drag the card to the correct position.

c. Release the left mouse button.

  • To add a template:

a. Click Create New. The Add Plan Template window appears.

b. In the Plan Title box, type a unique name to describe the type of plan this template represents.

c. In the Abbreviation box, type a unique abbreviated version of the plan title.

d. From the Species drop-down list, select the species to which the template is associated.

e. From the Active drop-down list, select Active.

f. Optional: From the Automatic Renewal Plan drop-down list, select the type of plan to automatically renew to if not this type.

            Example: A puppy plan will renew to a canine adult plan.

    g. Click Save. The template is added to the Petly Plans software.

            Note: Click CANCEL to exit without creating a template.

To edit a template

  1. Place the mouse pointer over the template to update.
  2. Click the pencil icon in the lower right area of the card. The Edit Plan Template window appears.
  3. Optional: In the Plan Title box, type a different unique name to describe the type of plan this template represents.
  4. Optional: In the Abbreviation box, type a unique abbreviated version of the plan title.
  5. Optional: From the Species drop-down list, select the species to which the template is associated.
  6. Optional: From the Active drop-down list, select Active if the template should remain in use within the software or select Inactive if the template will no longer be used.
  7. Optional: From the Automatic Renewal Plan drop-down list, select the type of plan to automatically renew to if not this type.
  8. Click Save. The template is added to the Petly Plans software.

                Note: Click CANCEL to exit without making changes.

 

To delete a template

1. Place the mouse pointer over the template to remove.

2. Click the delete icon in the lower right area of the card. A confirmation window appears.

3. Click Delete. The template is removed from the software.

        Note: Click CANCEL to exit without deleting the template.

4. When all templates have been set up, click Next Step.