Wellness Plans Report

The Wellness Plans Report page has links to several preset reports and an option to build a report. The preset reports help an administrator or manager quickly retrieve information about plans.

Wellness plans report overview
  The Wellness Plans Report page has links to several preset reports and an option to build a report. The preset reports help management quickly retrie...
Tue, May 12, 2015 at 4:27 PM
View a preset wellness plans report
An administrator or manager can view pre-designed preventative care plans report by doing the following: Place the mouse pointer over the Menu ...
Fri, Jan 23, 2015 at 12:53 PM
Edit a preset wellness plans report using filters
When viewing a pre-designed wellness plans report, an administrator or manager can change the filters to view different information on the report. ...
Fri, Jan 23, 2015 at 1:03 PM
Create a wellness plans report using filters
If a preset report doesn't fit your needs, you can create a wellness plans report using the advanced filters Place the mouse pointer over the Men...
Fri, Jan 23, 2015 at 1:10 PM
View a specific plan from a wellness plans report
An administrator can view information for a specific plan within a wellness plans report. 1.    Within a wellness plans report, click the View Plan l...
Fri, Jan 23, 2015 at 1:13 PM
View a parent plan
A parent plan is the very first plan added for a pet. An administrator or manager can view this plan by doing the following: 1.    Place the mouse ...
Fri, Jan 23, 2015 at 1:15 PM