When you’ve created a Pet Health Plan (PHP) and have assigned it to a patient, the costs of the plan will need to be billed to the pet owner. This article explains the settings needed on a patient level to enable monthly pet health plan billing. If you outsource the billing of pet health plans, this article does not apply to you.
Before you start
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- Before continuing wth the steps below, you need to have completed steps 1 to 5 of the Learning Path: Pet Health Plan.
- Make sure you have created a product for billing a PHP. See the Related articles.
Step-by-step instructions
- Find the patient and click the Patient Data tab.
- Scroll down to the “Subscription” section and click
.
- In the pop-up screen, you can enter the details of the subscription. Select the start and end date for the monthly subscription fee.
- Choose “monthly” as the period from the drop-down menu.
- Search and select the product you have created for the Pet Health Plan fee.
- Click Save to save and close the subscription.
- Click Save again to save and close the patient data.
Should you invoice the PHP subscriptions via direct debit, please read on below.
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Additional settings for direct debit of the pet health plan
If you choose to invoice the PHP subscriptions via direct debit, you need to take the steps below.
- Click the tab Client Data.
- Click the (sub)tab Financial.
- Tick the box by “direct debit”.
- Scroll down and click Save.
