Plan Item Discount

To help practices evaluate the actual value of a plan after a discount is applied, practice administrators can set up a specific discount percentage to apply to plan templates that will calculate the discounted value of base items when they are used in a plan.


Usage history reports can be set to show the retail price of each used item, the percentage the item is discounted within the plan and the discounted price of the item.


Things to Know:

  • A discount must be entered for a wellness plan template.
  • Discounts are calculated for base items only; not optional items.
  • WP items must be set to apply a plan item discount to be calculated.
  • Plan item discounts are based on the PIMS price and template discount percent set at the time of usage.


Add a Percent Discount to a Template

Indicate the discount to apply to identified base items used on the selected plan type.


Permission Level: Administrator


Steps

  1. From the menu, go to Admin > Wellness Plan Templates.
  2. Click the Edit link to the right of the template for which to add a discount percent.
  3. In the Plan Item Discount (%) field, type the percent to use when calculating the discount price of an item used as part of this plan type. This can be up to 2 decimals.
  4. Click Save.



Set a WP Item to Apply a Discount

Choose which item(s) will have a discount calculated when used; for reporting purposes.


Permission Level: Administrator


Steps

  1. From the menu, go to Admin > Wellness Plan Items.
  2. Click the Edit link to the right of the WP item for which a discounted price should be calculated.
  3. From the Plan Item Discount Allowed drop-down, select Yes to calculate a discounted price when the item is used.
  4. Click Save.



View Discount Information on Item Usage History Reports

See a usage history report of base items that have had a discount applied at its usage point.


Permission Level: Administrator, Manager


Steps

  1. Within Petly Plans, go to Reports > Plan Item Usage History.
  2. Do one of the following:
    1. Choose the Item Usage by Year preset report to show item usage for a selected year.
    2. Choose the Item Usage by Month preset to show item usage for a selected month.
    3. Click Build Customer Report to create a report:
      1. Enter the criteria for the report.
      2. In the Columns to include area, place a check mark in the Retail Price, Plan Item Discount and Discount Price check boxes.
      3. Click Generate Report.

 

Advanced Filters

When building a custom report, additional filters have been added to the Columns to include area. A check mark next to a description indicates that column will be included on the report.

Column to include updates:

  • Retail Price: The price of the item when it was used.
  • Plan Item Discount: The template discount percent listed at the time of usage.
  • Discount Price: The dollar value, based on the PIMS price and template plan item discount, at the time of usage.



Template Export

For easy access to plan details, administrators can export WP items and plan information for any or all plan templates.


Permission Level: Administrator


Export Information for All Templates

  1. From the menu, go to Admin > Wellness Plan Templates.
  2. Click Export Templates.
  3. Follow the prompts to export the information.



Export Information for One Template

  1. From the menu, go to Admin > Wellness Plan Templates.
  2. Click the Edit link to the right of the template for which to export information.
  3. Click Export <plan name> Template.
  4. Follow the prompts to export the information.