Management

Summary Health Care Plan Account transactions are separated from day-to-day Account transactions. Details A Client's HCP Account can be accessed through the Accounts screen. If the Client has any pets joined to an HCP, the 'HCP Accounts' butt...

Summary Direct Debits (DD) can be manually imported into the system using a CSV file. Depending on your DD provider you may need to provide a list of essential information to your Direct Debit company for them to provide payment details. Your DD ...

Summary Health Plan Renewals is an Admin tool for Health Pans that allows you to set what happens at the end of a Patient’s HCP. This screen can be accessed via the Health Care Screen. Details View Expiring Plans Navigate to Administration > ...

Summary The HCP  module is integrated into the main treatment screen, automatically discounting and dispensing items from the plan. This page documents the following day-to-day processes: - Joining a Health Care Plan - Taking the initial pa...