How do I know if a patient is on a health plan?
Patients who are on a health plan have a heart icon next to their name in the client and patient list and on various other pages. For more information, see Managing Health Plan Subscriptions.
How do I collect money from a client for a heath plan?
There are different payment and invoicing options for health plans. For example, you can manage monthly billing through Provet Cloud or using Nordhealth Pay, or use a third party billing system. For more information, see Adding a Patient to a Health Plan.
How do I know what items are included in a patient's health plan?
You can view health plan subscriptions and their contents on the Clients & Patients > Health Plans tab. On the consultation page, you can view the patient's health plan contents by clicking the health plan link in the sidebar on the right-hand side of the page. For more information, see Managing Health Plan subscriptions.
How can I know if someone is late on their payments?
When you open a health plan, either from the consultation page or from the dashboard health plan list, a notification about late payments is shown. Note that late payments do not prevent the use of the health plan; the consultation can continue and health plan items can be used.
Can I run a report of customers on a health plan?
There is currently no report function, but you can view a list of your clinic's health plan subscriptions on the Clients & Patients > Health Plans tab and export this list to Excel.
If I change the price on the plan, does it change the price for the current members?
No. The current, active clients signed the contract at a set price, so any new pricing on items, monthly payments or fees will not apply. However, when a subscription is renewed, new pricing will be applied.
Does the amount a client saves by being on a plan show on the invoice?
Yes, there is a summary of the health plan benefits on each invoice. The savings are also shown on the patient’s health plan subscription page.
Can a patient be on more than one plan?
Yes, a patient can be on as many plans the client wants. For example, a clinic may offer a basic health plan that covers visits and another plan that includes parasite control or vaccines, or a basic senior plan and an additional plan that offers a discount on laboratory items or x-rays.
Can I have one plan that covers multiple species, such as dogs and cats?
Yes. When creating a health plan, a primary species must be selected, but when adding a subscription, you can filter to show all health plans and select any plan to a patient.
Can I use health plan items in a counter sale?
Yes. When you select an item for a counter sale, you will see a notification if the item is included in the patient's active health plan and can select whether to use it from the health plan.
Can health plans be shared between departments?
Yes. Health plans always have a main department, but they can be shared with other departments if they share the same item lists. However, the main department always receives the monthly payments of the health plan. If the client pays in advance for the whole contract, the payment recipient depends on the health plan settings.
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