Admin| Edit an existing wellness plan template

Modified on Tue, Jul 21 at 9:36 AM

Use this guide to edit an existing wellness plan template in Petly Plans. Changes made to a template affect future plans associated with it. Updates are made across three tabs: General, Health Care Agreement, and Items.

Administrator

Steps

Open the template to edit

Navigate to Wellness Plan Templates and select a template

Navigate to Wellness Plan Templates

Place the mouse pointer over the Menu and navigate to:

Admin›Wellness Plan Templates

Select the template to edit

Click the Edit link to the right of the template you want to change. The Edit Plan Template page appears.

General tab

Update plan name, fees, species, renewal settings, and more

Make changes in the General tab

Within the General tab, update any of the following fields as needed:

Field	Description
Plan Title	A name describing the type of plan this template represents.
Abbreviation	A unique combination of letters and/or numbers to identify wellness plans associated with this template.
Initial Fee	The one-time membership fee to charge for this type of plan.
Base Monthly Fee	The minimum monthly fee to charge.
Discount Percent	The percentage to mark down eligible non-wellness plan items added during invoicing.
Species	The species for which this type of plan is available.
Active	Verify Active is selected to keep the template available for use.
Automatic Renewal Plan	If needed, select a different wellness plan type to automatically renew to when this plan is completed.

Note:If the Base Monthly Fee is updated, a notice bar appears at the bottom of the page. Check the Update Renewal Pricing checkbox if the new base price should also be applied to all renewal plans that have already been automatically or manually created.

Save the General tab

Click Save to update the general information before continuing.

Health Care Agreement tab

Update the content that prints on the healthcare agreement

Select the Health Care Agreement tab

Enter content in Box sections

In the first Box [#] section, enter a Title (a general description of the information) and the Content (information to print in the first details area of the healthcare agreement). Add additional categories of information in the other three boxes if needed.

Enter restrictions

In the Restrictions section, type any limitations that apply to this type of wellness plan.

Preview the healthcare agreement (optional)

Click Preview HCA to see a sample of the healthcare agreement in a separate browser tab. Close the tab to return and make any necessary changes.

Save the Health Care Agreement tab

Click Save to save the printout details before continuing.

Items tab

Add, remove, and reorder base and optional items for this template

Select the Items tab

Add items from the Available Items area

Search for an item to add

In the Available Items area at the bottom of the page, search for an item to include with this type of wellness plan.

Add the item as Base or Optional

Click Base Item if the item should always be included with this plan type, or Optional Item if it may be added at an additional cost. The item moves to the Base Items or Optional Items area above. Repeat for each item to include.

Save

Click Save to save the added items.

Manage Base Items

Adjust base item settings

In the Base Items area, make any of the following changes as needed:

Update the quantity field to change how many of the item are allowed with this plan type.
Click Remove to move an item back to the Available Items list.
Click Up or Down to rearrange the order in which the item appears on associated plans.

Save

Click Save to save base item changes.

Manage Optional Items

Adjust optional item settings

In the Optional Items area, make any of the following changes as needed:

Click Remove to move an item back to the Available Items list.
Click Up or Down to rearrange the order in which the item appears on associated plans.

Save

Click Save to save optional item changes.

Return to all plan templates

When finished, click the Return to all plan templates link to exit and return to the Wellness Plan Templates page.