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Add a benefit to a configured wellness plan

After a practice manager configures a new wellness plan, they can add benefits to it.

  • Make sure that your ezyVet site has an applicable configured wellness plan
  • Make sure that you know the function of the benefit configuration settings
  • Make sure that the configured wellness plan does not have enrolled patients
    Note: If a patient is enrolled in the wellness plan, you cannot add a benefit to the plan. But if necessary you can add products to the benefit.
To add a benefit to a configured wellness plan, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
  3. Select Wellness Plans.
    The Wellness Plans setting
    ezyVet shows the configured wellness plans of your site.
    Trouble: If you cannot see the Wellness Plans button, you do not have the correct permissions. If necessary, speak to your practice manager.
  4. Select the applicable wellness plan.
    ezyVet shows the settings of the wellness plan.
  5. Adjacent to Wellness Plan Benefits, select the plus button.
    The plus button that is adjacent to Wellness Plan Benefits
    ezyVet shows the New Wellness Plan Benefit dialog box:
    The New Wellness Plan Benefit dialog box
  6. Make the necessary settings.
  7. Select Add.
    The Add button
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

The wellness plan has the new benefit.