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Wellness Plans Reporting and Insights

This article targets managers or clinic owners needing clear visibility into wellness plan performance

Updated over 3 weeks ago

Current Reporting Options

As of now, Digitail provides wellness plan visibility through three filters available in separate reports:

  1. Plans filter in the Patient Report

  2. Plans filter in the Sales Report

  3. Plans filter in the Payments Report

Patient Report

You can easily see if a patient is on a Plan on the Patients page. You can also filter all patients using the 'Plans' filter, so you can see them at a glance.

All patients who 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'll be able to see all plans associated with that patient, with all their details.

Sales / Payments Report

A new sale and invoice is created automatically when the next payment is due, which you can easily find in the Sales Report.

There is also a filter, so you can see at a glance all sales that are generated from Subscriptions, or to filter them out if needed.

If the charge is successful, a payment will also be visible on the Payments Report. Similarly, you can filter all payments associated with plans using the filter below.

Wellness plans report - Coming Soon ⚡️

Keep track of all your plans, usage and statuses in one place.

Go to Reports → DWP Report to see a full list of all patients that are on a Subscription, as well as other details.

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