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      ezyVet administration

      • Wellness plan configuration

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Wellness plan configuration

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User account permissions for wellness plans

ezyVet has dedicated user account permissions that a practice can use to control who can use and change wellness plans.

This table gives the applicable user account permissions:
User account permissionFunction
Administration > Wellness Plan > ViewThe user account can get access to wellness plan information.
Administration > Wellness Plan > Add/EditThe user account can:
  • Configure new wellness plans
  • Change the information of configured wellness plans
Administration > Wellness Plan > Disable/RestoreThe user account can enable and disable configured wellness plans.
Administration > Wellness Plan > Edit Free/Discount Amounts on Used BenefitsThe user account can change discount quantities of wellness plan benefits that clients use.
Administration > Wellness Plan Benefit > Add/EditThe user account can add wellness plan benefits and change the information of wellness plan benefits.
Administration > Wellness Plan Benefit > Disable/RestoreThe user account can enable and disable wellness plan benefits.
Administration > Wellness Plan Membership > Add/EditThe user account can enroll clients in a wellness plan membership.
Administration > Wellness Plan Membership > Disable/RestoreThe user account can disable or enable a wellness plan membership.
Administration > Wellness Plan Membership > Pause/Unpause membershipsThe user account can pause or continue a wellness plan membership.
Administration > Wellness Plan Membership > Lock/Unlock wellness benefit consumptionThe user account can lock or unlock benefit consumption of a wellness plan membership.
Administration > Wellness Plan Membership > Cancel memberships with consumed benefitsThe user account can cancel wellness plan memberships that have benefit consumptions.
Administration > Wellness Plan Membership > Override memberships cancellation feeThe user account can override the cancellation fee of a wellness plan membership.
Parent topic: Wellness plan configuration
Related concepts
  • Configuration settings of a new wellness plan
  • Benefit configuration settings of wellness plans
Related tasks
  • Configure a new wellness plan
  • Add a benefit to a configured wellness plan
  • Replace one wellness plan with a different wellness plan
  • Stop a wellness plan
Reference
ezyVet
Practice manager

Last updated: October 14, 2024

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Related Articles:

  • Wellness plan configuration
  • Configuration settings of a new wellness plan
  • Benefit configuration settings of wellness plans
  • Configure a new wellness plan
  • Add a benefit to a configured wellness plan
  • Replace one wellness plan with a different wellness plan
  • Stop a wellness plan

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