Page 118 - Client Coordinator

Entering Treatments After Setup: the client’s account is all set up:
1. On the patient’s chart (before the treatments are posted) the Client
Coordinator will:
a. Add the enrollment fee
b. Add the first month’s payment
c. Add the correct WP treatment code (See Tx for all wellness codes,
Search WP)
d. Remove the non-WP code
2. Add an alert to the PATIENT’S chart noting the pet is on a wellness plan. Add
additional services ex. Spay, Neuter or Dental

Marking off the used wellness plan items from today’s visit:
1. Login to: www.veterinarycreditplans.com
2. Find the clients account by name or account number
3. Click on the account number by name
4. The customer detail page will show an overview that client’s account.
5. On the left-hand side of the webpage portal: look for the “Available Service
and Service history” link.
6. After clicking that link, you should see the service and Plan information.
7. Click the consume button next to the items that they received that day.
8. It will now say used next to those times or give a number count of how
many services are still remaining.

nd
Wellness Plan Visits (2 visit and thereafter):
1. The receptionist Tech/TA will create the estimates:
a. Make the Treatment Plan using the Wellness Plan treatment codes.
Look in Tx (Treatment List) for all Wellness Plan codes. Ender “WP”. Be
sure to read the alert on what WP each patient has and what extra
services are included.
b. At checkout (The Receptionist), print a copy of the invoice and put in
the Client Coordinator’s box.
c. All wellness plan holders receive a 5% discount on all Boarding and
Grooming services.
2. Reception – when making estimates for groom or boarding – be sure to
include the discount using wellness plan 5% discount code.
3. The Client Coordinator will login into www.veterinarycreditplans.com and mark the used services as
consumed. (Refer to How to mark off the used wellness plan items from today’s visit)

Drill/Quiz for “Wellness Plans”:
1. Why do we off Wellness Plans? What may happen if we did not offer Wellness Plan?
2. How do offering Wellness Plans help YOU and YOUR JOB?
3. Demonstrate how to offer a wellness plan to a client.
4. Log into the Wellness Plan Portal website in front of your trainer and show your trainer how to start a
new wellness plan.
5. Show your trainer how to consume a service in a wellness plan account.
6. How much is the enrollment fee for a new wellness plan?
7. Who makes the offers the clients Wellness Plans? Where do you find the scripts to offer wellness plans?

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