Digitail

Foundational 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…

Getting Started with Digitail Wellness Plans

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.

Enroll a Patient in a Wellness Plan (in-clinic, by email proposal, or from your clinic website)

This article explains the automated discount logic for patients on a plan

Activate Benefits for Enrolled pets

Understand how staff can see plan benefits' usage at key touchpoints.

Benefit usage tracking

An article addressing financial operations and challenges—very useful for practice managers who handle payment collection issues frequently.

Wellness payments issues, collections, retries and refunds

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

Wellness Plans Reporting and Insights

Common wellness plan questions - payment options, AAHA code, multi-location, and web pet portal enrollment.

Wellness Plans in Digitail

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.

Digitail Wellness Plans (DWP)

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