Next Gen - Creating a Plan Item

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 of the plan item you had added & also help you edit this


Step 5:  This would help set the status of your plan Item 

Step 6:  This option would help you edit your plan item.

  • Edit                                     
  • Plan Cost                                
  • Add volume discount             
  • Weight surcharges              
  • Tax category                                                         
  • Report Card                         


Step (a): This option would help you edit the plan Item.

Step (b):  This option would help you set the cost for your plan item for your clinic and also if you have any other clinic's which are registered with Vetport. You can also set your pricing accordingly by using "Pricing Strategy".

Step (c): This option would help you set discount for your plan item by clicking on "ADD Discount"

Step  (d): This option would help you add weight surcharge for your plan items by clicking on "add surcharge"

Step (e): This option would show you the tax category.


Step (f): This would help you add the report card.

    • Related Articles

    • NextGen - I do not see a rabies/vaccine certificate while perfoming the plan item

      1) please click on the setup icon as shown below. Navigate to plan items then Sub Category 2) Search for the plan item's category and subcategory. Click on the Edit button. 3) Make sure the Vaccine - Rabies option has been enabled under trigger ...
    • Next Gen -Plan Item Triggers

      Step 1: Go to "Step up" Step 2: Under plan Items Check for Category Sub Category Step 3: Category: This is divided into 5 parts ( You need to check if the options are selected accordingly) Communication Form Diagnosis Drug Education Form Operative ...
    • Next Gen - How do I add a Plan Item?

      Step 1: Search for the Patient Step 2: Go to "Plan" Step 3: Search for plan Item Step 4: Select the plan Item to add
    • Next Gen - Reminder

      Next Gen- How to set up a Reminder under reminder management? Navigation:  Go to : Preferences >> Reminders  Once you're on this page, you will have the options listed below. 1>>  Search for the Reminder created. 2>> Add reminders (More information ...
    • Next Gen - How do I return a plan item?

      Navigation : Go to the client/patient's Dashboard for whom you wish to return the plan item for and click on the Wallet under that click on Past Invoices, as shown below. Once you're on the page, under the invoice created please click on the arrow as ...