Wellness Plans Reporting and Insights

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

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.

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.

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.