How do I add a health plan to a patient?

A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. This article will explain how you can add a Pet Health Plan to a patient.

Before you start

You need to have completely set up your Pet Health Plan in Animana before linking it to a patient. Follow the instructions on the page Learning Path: Pet Health Plan before proceeding.

Step-by-step instructions

Example: Client Emily Vaughan wants to subscribe her cat Claire to the Pet Health Plan for cats.

  1. Go to the patient file.
  2. Click on the Patient Data tab.

  3. Scroll down and click on the button Health Plan.

  4. Click on New.

  5. Select the appropriate Health Plan from the drop-down list.

  6. Enter a start date for the PHP.

    The end date and auto-renewal will be automatically entered according to the settings you have given the health plan (in > Products > Health Plans).

  7. Click Save.

The Pet Health Plan ‘PHP Cat’ is now linked to cat Claire and you will see the details of the plan in the patient panel on the left-hand side.

Please read below for additional patient settings required for invoicing this PHP monthly.

More about this

Additional patient settings required for invoicing a PHP

If you are going to invoice the PHP, the subscription also needs to be added to the patient to enable monthly invoicing. If your practice outsources the PHP subscription invoicing, you can skip this part of the setup.

  1. Click on the Patient Data tab.
  2. Scroll down to the subscription section and click on .

  3. In the pop-up screen, you can enter the details of the subscription. Select the start and end date for the monthly subscription fee.
  4. Choose ‘monthly’ as the period from the drop-down menu.
  5. Search and select the product you have created for the Health Plan fee. If you did not create one yet, read this article first.
  6. Click Save to save and close the subscription.
  7. Click Save again to save and close the patient data.

Will you invoice the PHP subscriptions via direct debit yourself?

If you choose to invoice the PHP subscriptions via direct debit, you will need to tick the box for direct debit in the financial tab of the client data.

How can I see if a patient is entitled to a PHP discount?

If a PHP is linked to a patient you will see the details of the plan in the patient panel on the left-hand side when in the patient view. It also shows the used number of products and the maximum allowed. When a patient is on a PHP and you add a product to the patient that is part of the PHP you will see the following:

  • When you add the product to a patient, you will see the discount and adjusted sales price as well as the word “Plan” in bold and red behind it.
  • When you return to the patient file you will also see that the PHP products are recognisable by the green text behind the product name.
Note: please be aware that when a PHP client is a bad debtor they do not receive the health plan discount.

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