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.
Plan duration: 1 year or "no end date".
If the one-year option is chosen, the plan's benefits (if defined) will not renew. The plan will stop (switch to a canceled status) after one year and the client will not be billed
If the "no end date" option is chosen, the plan will continue to be charged until it is manually canceled. The plan's benefits (if defined) will be renewed yearly.
Define an upfront fee that you can charge when signing up a new patient. (detailed in a separate subsection).
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 including a brief overview of 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.
Define a plan upfront fee
To help clinics protect themselves from bad payment behavior — Digitail now supports charging an upfront fee at the time of plan activation.
One-time charge collected with the first subscription payment. (upfront fee + the first installment).
If the plan is canceled and later reactivated, the upfront fee will be charged again
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 associate an entire group of items with the plan
Setting Up Benefits
Add benefits by clicking on the "plus" icon on the right side of the Add New Plan modal.
Delete a benefit by clicking on the bin icon on the right side of the Add New Plan modal.
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
Pro Tip: Please make sure you add services and products that have the Client-friendly Name filled in to the plan. The pet parents will better understand the benefit that they were granted, which helps with the plan's usage.
When associating entire AAHA codes with a plan the discount that you defined will be paired with every item (service or product) under that AAHA code.
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
Configure limits for the benefits
You can now configure limits for both individual services and products included in a wellness plan:
Services: Define how many times a service can be used within a benefit cycle. Example: 1 Annual Exam per year.
Products: Set limits per subunit. Example: 24 Simparica Trio tablets/year.
When the limit field is left blank, that means that the particular benefit will be unlimited - the discount associated to that benefit will be granted every time that benefit is added to the soap.
These limits help ensure plan value while keeping benefit usage predictable.
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.
