1. Place the mouse pointer over the Menu and select Admin > Wellness Plan Templates to access the Wellness Plan Templates page.
  2. Click the Edit link to the right of a template to change. The Edit Plan Template page appears.
  3. Within the General tab, make any necessary changes.
  4. In the Plan Title field, type a name to describe the type of plan this template represents.
  5. In the Abbreviation field, type a unique combination of letters and/or numbers to identify wellness plans associated with this template.
  6. In the Initial Fee field, type the one-time membership fee to charge for this type of plan.
  7. In the Base Monthly Fee field, type the minimum monthly fee to charge.
  8. In the Discount Percent field, type a number to indicate the percent to mark down eligible non-wellness plan items added during invoicing.
  9. From the Species list, select the species for which this type of plan is available.
  10. From the Active list, verify Active is selected.
  11. If needed, from the Automatic Renewal Plan list, select a different type of wellness plan to automatically renew to when this type of plan is completed.
  12. Note: If the dollar amount in the Base Monthly Fee field is updated to a new price to charge each month for this type of plan, a notice bar appears towards the bottom of the page. Place a check mark in the Update Renewal Pricing checkbox if the new base price should be updated on all renewal plans that have already been automatically or manually created.
  13. Click the Save button to update the general information.
  14. Continue making changes within each applicable tab and saving the updated information.
  15. Select the Health Care Agreement tab.
  16. In the first Box [#] section’s Title field, type a general description for the kind of information being entered below.
  17. In the Content field, type information to print in the first details area of the healthcare agreement for associated wellness plans.
  18. If needed, enter additional categories of information in the other three boxes.
  19. In the Restrictions section, type any limitations that apply to this type of wellness plan.
  20. Optional: Click the Preview HCA button to see a sample of this type of healthcare agreement in a separate tab on the browser. Close the tab to return to the Health Care Agreement tab and make any necessary changes.
  21. Click the Save button to save the printout details and continue entering information.
  22. Select the Items tab.
  23. In the AVAILABLE ITEMS area toward the bottom of the page, do the following:
  24. Search for an item to include with this type of wellness plan.
  25. Click the Base Item link if the item should always be included with this type of plan or click the Optional Item link if the item may potentially be included with this type of plan at an additional cost. The item is moved to either the BASE ITEMS or OPTIONAL ITEMS area above.
  26. Continue adding each item to include with this type of plan.
  27. Click the Save button to save the highlighted items and continue entering information.
  28. In the BASE ITEMS area do the following if needed:
  29. In the quantity field, type a different number of the item to allow with this type of plan.
  30. Click the Remove link if the item should not be included as a base item. The item is moved back to the list of available items.
  31. Click the Up or Down link to rearrange the order in which the item appears on plans associated with this template.
  32. Click the Save button to save the highlighted items.
  33. In the OPTIONAL ITEMS area do the following if needed:
  34. Click the Remove link if the item should not be included as an optional item. The item is moved back to the list of available items.
  35. Click the Up or Down link to rearrange the order in which the item appears on plans associated with this template.
  36. Click the Save button to save the highlighted items.
  37. When finished, click the return to all plan templates link to exit and return to the Wellness Plan Templates page.