Wellness Plans are essential to many veterinary clinics' offerings. They provide clinics with a steady, predictable revenue stream while helping pet parents manage the costs of routine care. These plans encourage consistent, proactive pet care, making it easier for pet parents to keep up with vaccinations, check-ups, and treatments. Offering wellness plans deepens the relationship between clinics and their clients and ensures pets receive the care they need, helping prevent larger health issues down the road.
With Digitail’s Wellness Plans (DWP), you can easily create and manage custom plans for your clients.
In this article, we are going to cover one major topic.
Creating and Managing Wellness Plans
Explanation of benefit and discount associations (how benefits and discounts are tied to services/products)
General explanation about benefits (what they are, how they renew, etc.)
Create a new wellness plan
Go to Administration→ Wellness Plans to start creating your Plans.
To add a new Plan, simply click on the teal top-right "Add New Plan" button.
Fill in all the required information, such as the:
Name of the Plan (use something unique and easy to identify)
Choose the tax amount
Choose the plan recurrence (monthly or annually)
Plans that will be entirely paid in advance should have an annual recurrence
Plans that will be paid in monthly installments should have a monthly recurrence
Depending on the recurrence you chose, define a price for the recurrence
Example: if you add $60 monthly, the client's card will be automatically charged 60$ every month.
The description is an optional field, but we highly recommend that you include what the plan is about in this field.
This field will be included in the confirmation email sent upon enrollment as well as the pet portal.
Associate Benefits and Discounts
You can associate benefits with plans.
A benefit is any service, product, or product category included in a wellness plan, either fully covered or discounted.
You can add:
Individual Services (e.g., Wellness exam)
Individual Products (e.g., Simparica Trio)
Entire Categories via AAHA Codes (e.g., 5001 “Vaccine revenue” , 5010 “Exam Revenue”)
AAHA Codes can serve as:
Filters to find a specific item
Categories to include an entire group of items at once
Setting Up Benefits
When adding benefits to a plan:
Use the dropdowns to choose whether you’re adding by:
AAHA Code
Service name
Product name
Entire Product Category
Apply a percentage discount (if not fully covered)
Discounts can only be percentage-based
Configure it at 100% if it’s fully covered
Discount Behavior
Wellness plan discounts will be granted as line item discounts in the SOAP.
DWP discounts are designed to work alongside other discounting rules:
if they have a wellness plan discount + a cost-based discount (for a line item) are they both applied
Minimum pricing can work with the wellness plan discount, but not Volume Discounting + DWP (because both are setting a discount on the line item, so in this case, the welness discount will take precedence
Wellness plan table
Here you can see a list of all your existing Plans, with their descriptions, prices, recurrences, as well as status and the number of Plans associated (how many patients are on the specific Plan).
You can use the filters to search for a specific plan by name or by status.
A plan can have one of two statuses: Active, meaning it's available for staff to select, or Disabled, which removes it from the 'Available Plans' dropdown when assigning a plan to a patient.
Manage Plans
From the plans table, you can easily manage all your Plans.
Edit Plans
You can edit a Plan by clicking on the 'Edit' icon under the action column in the Plans table.
You can edit only the name and description if the Plan has already been assigned to at least one patient.
Disable Plans
To disable Plans, click on the 'edit' icon and mark the Plan as Disabled. You can disable Plans that have an active plan associated with them.
Disabled Plans won't be available to be added anymore, but the pets with this Plan still active won't be affected.
Delete Plans
By clicking on the red icon, you can easily delete Plans with no Subscriptions (active or inactive) associated.
You can't delete Plans that are still ongoing (some pets still have this Plan associated and active) or that were used in the past.
