Create a Central Health Plan

Note

Central health plans are only available in selected customer environments. They require a connected pricing tool and central clinic location setup.

This article explains how to create a centrally managed health plan, including setup requirements, plan details, and pricing configuration.

Central health plans allow organisations with multiple clinics to use the same health plan across clinic locations, even if those clinic locations use different item lists. The pricing is centrally configured, but the plan can be used in any local clinic location where item matches exist through the Pricing Tool. Note that central health plans cannot be tied to specific clinic locations. Pricing and contents apply uniformly to all clinics using the plan.

Requirements

Before you can create a centrally managed health plan, ensure that the following prerequisites have been completed:

  • The central clinic location is configured. See Central Clinic Location Overview and Settings

  • The Provet instance is connected to the Pricing Tool.

  • Central item list items have been published through the Pricing Tool to generate main item IDs.

  • Local item lists are linked to the central items using the Pricing Tool.

  • Required billing items (e.g. invoicing, compensation, cancellation) are available in the central item list.

  • Optional: Use health plan item groups to manage item availability centrally without editing each individual plan or subscription.

Create a Central Health Plan

  1. In the central clinic location, go to Settings > Lists & Templates > Health plan.

  2. Select New under Health plan templates.

  3. Fill in the required fields, such as plan name, validity, species, and pricing. For detailed instructions, see Create a Health Plan.

    • You must leave the Clinic location field set to the central clinic location. Central plans cannot be tied to individual clinic locations.

    • Note that the pricing you configure for the central plan will be used across all clinic locations using the plan. Local clinic locations cannot override central pricing.

  4. Use the Transferable to another department option to control whether subscriptions based on this plan can be moved between clinic locations:

    • Yes: allows transferring a subscription from one clinic location to another.

    • No: restricts the subscription to the clinic location where it was created.

    This setting is defined in the plan template and is also shown on the subscription detail page, where authorised users can edit it later if needed.

  5. Select Save to activate the plan.

Once saved, the plan becomes available in all local clinic locations where item matches exist. The subscription can be used across all clinic locations unless restricted by the organisation setting Restrict centrally managed health plans to local department. For more information, see Central Clinic Location Overview and Settings.

To edit a central health plan, follow the same process as editing a regular health plan. For instructions, see Edit a Health Plan

Cancel a Central Health Plan

Cancelling a centrally managed health plan subscription follows the same process as cancelling a regular health plan. For instructions, see Cancel a Health Plan Subscription.

See Also

Create a Health Plan 

Central Clinic Location Overview and Settings.

Cancel a Health Plan Subscription 

Edit a Health Plan

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