Legacy - Creating a wellness plan using group plan feature
Medical record SOAP setup
Complaint, History, Exam, Assessment Grid
1. Add New Wellness Plan
2. Search Wellness Plan
3. Modify Plan
4. Reorder the items in plan
Basic idea of creating a wellness plan is:
1. One time cost of the plan should be included via a plan item. For example: VIP Membership (Adult) costs around 6935.00 which serves as the cost of the entire package
2. Subsequent items of the plan should be included with discount 100%
3. More plan items can be added by typing the plan item name and selecting from those appearing in popup
Administering the Wellness plan to the patient
1. Type the name of the wellness plan [In this example, we have taken the VIP Membership wellness plan created in the previous step]
2.Unit cost of the VIP Membership is only shown, rest of the items are zero unit cost
Legacy - Create Group plan for a Complaint
1. Type the complaint 2. Click on Add and add the group plan Type the plan item and select from the drop down, clicking on the plan item will add to the group plan. You can add a new plan item by clicking on the arrow shown above. Add the required ...
Next Gen - Creating a Plan Item
Please follow the below steps in creating a plan Item Step 1: Click on "Inventory & Plan Item" Step 2: Select Plan Item Management Step 3: Select "Plan Items" Step 4: This page you can add & download plan item. This would give you the details ...
Next Gen - How to create group Plan items?
Navigation : Go to: Inventory and Plan items >> Plan Item Management >> Group Plan item. This page will help you create, edit, manage the Group Plan items for your clinic. 1> Download CSV : This will help you download the entire list of group plan ...
Legacy - Setting up plan items
This is an approach you can use that will help reduce any confusion Pull out the list you are working with Check in the plan item add / modify section if the plan you need exists - if it does not then add the plan in. If you see a plan that you ...
How to create Wellness plans and disptach
1, Go to Inventory and Plan items >> Plan item management >> Click on Wellness as shown below 2, Click on ADD NEW WELLNESS 3, Add a name to the Wellness, species, Weight, Age and Duration Click on NEXT Choose Plan items from the Search option and ...