Is it possible to add items to a plan once it has been created?

Modified on Tue, Aug 4 at 10:30 AM

Yes — additional items can be added to an existing plan by an administrator or manager using the Change Plan wizard on the Client Summary Page.

AdministratorManager

Important — this process cannot be stopped once startedOnce the Change Plan wizard is launched, it cannot be cancelled mid-way through. Ensure you have selected the correct plan and items before proceeding.

Note: Only items included on the master template for the selected plan type can be added to an existing plan. Items not on the template cannot be added through this process.

How to add items to an existing plan

Launch the Change Plan wizard

Navigate to the pet's plan on the Client Summary Page

Open the Client Summary Page

Search for and open the client record for the pet whose plan you need to modify.

Click Plan Administration

Click the Plan Administration button on the Client Summary Page.

Select Change Plan

From the menu, select Change Plan. The Change Plan wizard will launch and guide you step-by-step through the process.

Complete the Change Plan wizard

Follow the prompts to add the desired items

Follow the wizard steps

The Change Plan wizard will walk you through the process of selecting and adding additional items to the plan. Only items included on the master template for the selected plan type will be available to add.

Complete the process

Continue through all wizard steps to finalize the changes. The updated plan will reflect the newly added items once the wizard is complete.

Related resources

Is it possible to add items to a plan once it has been created?

Can I add items to a plan after it has been created?