Putting a patient on a plan
You can do that from any patient's Health Card, by going to the 'Wellness plans' tab of the Client card and clicking on the 'Add Plan'.
❗The button will only be visible if your clinic has the Digitail Secure Payments (DSP) payment processor and wellness plans (DWP) have been activated for your clinic.
Learn more here
From here, you can select the Plan you want to use and the patient (the default will be the patient on the Health Card).
The plan will start by default on today's date, but it can be adjusted to a future date if the pet parent prefers the plan to begin later.
A future start date can be helpful when a pet parent wants the plan to renew around their payday. This also makes it easier for them to keep up with payments.
By default, there is no plan end date, meaning the Plan will be renewed automatically until it's canceled.
For example, a monthly plan will automatically renew each month, creating a new invoice and triggering a payment. Similarly, a yearly plan will renew annually, generating the corresponding invoice and payment.
To activate the plan, click the "Save Plan" button. Before doing so, you’ll need to either select a saved card already on file with the clinic or add a new one by clicking the "Add a new card" button.
After saving:
If the plan is set to start today, the system will immediately attempt to charge the client's card. If the payment goes through, the plan is activated.
If the start date is in the future, the system schedules the first charge, and the plan remains in a "Pending" status until then.
Plan activation confirmation email
Once the first payment is successfully processed, an activation email is sent to the pet parent.
The email includes:
Plan name and description (from the plan settings).
Price and recurrence (e.g., "$35/month")
Start date
Link to access the Pet Portal
At the same time, an email containing the plan invoice is sent.
View all Patients that are on a plan
Navigate to the pet parent's information area, and click on the 'Wellness plans' tab.
Here you can see all Plans associated with this client's pets, in one place.
You can easily see which patients are on a plan on the Patients report. You can filter all patients using the 'Plans' filter, so you can see them at a glance.
All patients that are on a Plan are also marked with a special icon. You can see this next to their name, on all pet/client info cards, across the platform. By clicking on the icon, you can see all plans associated with that patient, with all their details.
Plan Statuses Explained
Each plan has a real-time status, so you can manage and track them easily:
Plan status | What it means | Color Code |
Active | The plan is in good standing, and billing is on schedule. | Green |
Pending | The plan is not yet active; the pet parent's car was not charged. | Blue |
Past due | Payment failed; automatic notifications were sent to both the pet parent and the clinic. | Red |
Partially Paid | The last charge was successful; however, there are one or more charges that have not go through. | Orange |
Canceled | Plan has been canceled by the clinic or has reached the end date. | Grey |
Manage a plan
Click on the Plan name in the Healthcard to manage the plan. This brings up the plan modal.actions
There are several action you can perform here:
You can change the plan's recurrence date. (coming soon).
You can change the card assigned to a plan by clicking on the cards on file dropdown (in the edit plan) and selecting a different card, then clicking "Save plan". At the same time, you can define a new card and associate it with the plan after it becomes visible in the cards on file dropdown.
You can also cancel the plan by clicking on the red "Cancel plan" button and then clicking confirm.
Pet portal Visibility
Pet parents can view their plans directly from the Digitail for pets - pet portal.
What they currently see:
On the pet's healthcard - how many plans is the pet covered by
When tapping on "View profile button" the pet parent is directed to detailed healthcard where there is a designated wellness plan tab "Plans"
When tapping on it, the pet parent will see the list of plans and their status for that pet
When tapping on a plan card, the pet parent is directed to the plan detailed view where the pet parent can see the following information
Plan name and status
Plan recurrence and price
Next payment date and card on file associated with the plan
Plan description
Coming Soon:
View individual benefits included in their plan
See benefit usage and remaining visits
Update payment method directly from the app