Digitail Wellness Plans (DWP)
Wellness Plans provide structured care for pets and predictable revenue for clinics. This guide explains key concepts and provides instructions to manage your wellness plans effectively.
8 articles
Getting Started with Digitail Wellness PlansFoundational guide for practice managers - how to set up plans, configure benefits and discounts (including All Products / All Services), and make benefits readable for pet parents with Client-facing…
Cancelling a Wellness Plan (with automatic settlement) - beta functionalityCancel an active Digitail Wellness Plan and let Digitail settle the balance automatically. Learn how the settlement is calculated, how to collect what a client owes or issue client credit…
Enroll a Patient in a Wellness Plan (in-clinic, by email proposal, or from your clinic website)Activate a DWP plan in three ways - in-clinic, proposal email (mobile or web pet portal), or from your clinic website. Plan statuses and pet portal visibility included.
Activate Benefits for Enrolled petsThis article explains the automated discount logic for patients on a plan
Benefit usage trackingUnderstand how staff can see plan benefits' usage at key touchpoints.
Wellness payments issues, collections, retries and refundsAn article addressing financial operations and challenges—very useful for practice managers who handle payment collection issues frequently.
Wellness Plans Reporting and InsightsThis article targets managers or clinic owners needing clear visibility into wellness plan performance
Wellness Plans in DigitailCommon wellness plan questions - payment options, AAHA code, multi-location, and web pet portal enrollment.