Wellness Plans

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Development Project Status: Under Discussion

Due date for completion of this stage: 
08/09/2022
Release: 
2.4
Project funding: 

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Project description: 

Many practices would like to provide Wellness Plans which offer Customers a regular payment plan that provides benefits in the form of  discounted or free consultations, vaccinations and other services for a specified period.

We need a mechanism that allows various plans to be defined including what product types are included, percentage discount on these products and , in some cases, the no of times the discount can be applied during the plan duration. i.e 4 free consultations per year,  2 50% discounts on Vaccinations etc

Wellness Plan creation for a specific Patient should be simple including management of full or scheduled payments through a suitable payment gateway.  i.e 12 monthly payments.

Wellness Plans for a specified Patient should be visible in the Patient Summary and Patient Infotrmation and viewing a plan should show full plan details as well as no of discounts applied vs allowed by product type.

Wellness Plan renewals can be managed though the standard reminder system. When a Wellness Plan is created a specific reminder will be automatically added for the plan expiry date.

Wellness Plans can be Cancelled.

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