How are automatic discounts applied to services/products
Line items, explanations
Examples illustrating discount rules clearly - statuses
How automatic discounts interact with other discounts
Discount hierarchy
Multiple plans discounts (conflicts)
This article explains how Digitail automatically applies wellness plan discounts to services and products added in a SOAP for pets enrolled on a wellness plan. It also outlines how discount logic works and what happens when plans are in various statuses.
How It Works
When a patient has an active wellness plan, benefits such as service or product discounts are automatically applied during SOAP billing—no extra steps needed from the staff.
What counts as a benefit?
Individual services
Individual products
Entire product categories
Identifying Eligible Items
When staff search for products or services in a SOAP record, eligible items that are part of the patient’s active wellness plan will be clearly marked in the search results.
Automatic Discounts
When a service or product is added to the SOAP plan:
A percentage discount is automatically applied
In the billing section, staff will see:
The discount amount
The discount reason
The wellness plan name triggering it
The discount also appears on the final invoice:
Clearly shows the unit price
Discount breakdown and reason
Discount Rules & Logic
Digitail applies discounts based on the following logic:
Use case | Rule | Explanation |
The pet is on multiple plans | Higher discount wins | If a service or a product ppears in multiple plans, the highest discount is used |
The pet parent has been assigned a global discount | Global discounts are compatible | Admininstration-set discounts are global discounts. Wellness discounts are line item discounts. The global discount will discount the invoie after the line items were discounted |
Minimum price discount | Minimum price discount stacks | If a clinic-wide "minimum price" discount is applied, it is combined with the wellness discount |
Volume discount | Volume discount is overridden | Wellness plan discount replaces any volume discount |
Plan Statuses That Trigger Discounts
The following plan statuses will apply plan benefits automatically in SOAP billing:
✅ Active
✅ Past Due (latest recurrence payment failed)
✅ Partially Paid (latest payment succeeded, but past cycles are unpaid)
These statuses ensure that benefits remain available during minor payment issues, giving pet parents time to resolve them without losing plan value.
What happens If the plan is canceled?
If a SOAP record is created while the plan is active and later:
The plan is canceled or becomes inactive, and
Staff go back to edit the billing on that SOAP.
→ The previously applied wellness plan discounts will be discarded automatically.
This ensures accuracy and avoids incorrect application of benefits after a plan has been terminated.
Summary
Eligible wellness items are clearly marked in the SOAP
Discounts apply automatically, with transparent reasoning
The logic always favors the best value for the client