What Are Health Plans?

Health plans are packages of services you can offer to your clients. With health plans, you can give your clients a chance to save money, spread the cost and make sure that their pet has regular health checks. Health plans encourage clients to visit more often and help increase customer loyalty.

Using the Provet Cloud health plans feature, you can create your own health plans, add subscriptions to clients and patients, and use the health plan items during consultations.

Health plans is an add-on feature of Provet Cloud and is not available in your system by default. If you want to enable this feature, please contact Provet Cloud support or sales.

Health Plan Settings and Preliminary Tasks

After the health plans feature has been enabled in your system, some organisation and department (clinic) level setup is needed for using health plans. In addition, some preliminary tasks need to be performed to have discounts and the necessary items needed for billing available for health plans.

For more information, see Health Plan Settings and Preliminary Tasks.

Creating Health Plans and Managing Health Plan Subscriptions

You can have more than one health plan at a time. For example, you can create health plans for puppies and kittens, adult pets, and senior pets, or offer a health plan for a limited period of time.

You can also add and manage your clients' health plan subscriptions and billing in Provet Cloud. The available payment options for health plan subscriptions include monthly billing through Provet Cloud, automatic monthly payments through Provet Pay or the Gravity Payments integration, using a third party billing system or generating your invoices manually, or advance payment for the whole contract period.

For more information, see:

• Creating, Editing and Archiving Health Plans
• Managing Health Plan Subscriptions

Using Health Plans During Consultations

When a patient has an active health plan, you can select treatment items from the health plan during a consultation. You can identify patients that are active health plan members by the health plan tag (specified in the settings) and a heart icon.

For more information, see Using Health Plans.

Updated 26 January 2024 05:30