Current Reporting Options
As of now, Digitail provides wellness plan visibility through three filters available in separate reports:
Plans filter in the Patient Report
Plans filter in the Sales Report
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.