How do I deactivate a health plan?

A health plan is similar to a subscription that you have at the gym. You collect a monthly fee from the pet owner, which covers the preventive care for that animal at your veterinary clinic. Over time, you may wish to make changes to your health plan(s). Once a health plan is linked to patients, you cannot remove it, but you can deactivate it. This article explains how to deactivate a health plan in Animana.

Before you start

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You need permission to be able to deactivate health plans. Permissions can be adjusted by practice administrators in  > General Settings > Role Management.

Step-by-step instructions

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Please note that deactivating a health plan means that it can no longer be linked to patients. For patients that are already on this health plan, nothing will change after deactivation and the health plan (and the associated discounts) will remain active until the end date of the plan is reached.

  1. Go to  > Products > Health Plans.
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    Is this menu option not visible to you? Check the prerequisites in the Before you start section.
  2. Click the name of the health plan you wish to deactivate.
  3. In the “Active” field, select No.
  4. Click Save.

You will return to the overview of active health plans and see that the health plan you just deactivated is no longer listed.

More about this

How can I see if a health plan is active or inactive?

  1. Go to  > Products > Health Plans.
  2. Here you see an overview of the active health plans.
  3. Click the Show Inactive option in the upper right corner to view the inactive health plans.

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Updated on 19 May 2022
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