Manage Plan Templates

Templates are used to standardize wellness plan offerings and quickly guide staff through the process of adding a plan for a client’s pet. Learn how to add, edit, delete and rearrange the order of templates.

Plan template overview
  An administrator can set up and customize species-specific wellness plan templates to fit practice needs. The templates are used to standardize wellne...
Wed, Apr 1, 2015 at 4:28 PM
Add a new wellness plan template
1. Place the mouse pointer over the Menu and select Admin > Wellness Plan Templates to access the Wellness Plan Templates page. 2. Click the Add Ne...
Wed, Apr 1, 2015 at 4:29 PM
Edit an existing wellness plan template
Place the mouse pointer over the Menu and select Admin > Wellness Plan Templates to access the Wellness Plan Templates page. Click the Edit link to...
Wed, Apr 1, 2015 at 4:30 PM
Delete a wellness plan template
Place the mouse pointer over the Menu and select Admin > Wellness Plan Templates to access the Wellness Plan Templates page. Click the ...
Tue, Jan 20, 2015 at 9:32 AM
Rearrange the display order of the templates
1.    Place the mouse pointer over the Menu and select Admin > Wellness Plan Templates to access the Wellness Plan Templates page. 2.    Cl...
Tue, Jan 20, 2015 at 9:33 AM