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)Cancel an active Digitail Wellness Plan and let Digitail automatically settle the balance between payments collected and benefits used - with a payment link, client credit, or immediate cancellation.
- 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.