Wellness Plans are currently in closed beta.
Purpose
Wellness Plans allow practices to offer preventive or condition-specific care packages that promote consistent patient care and strengthen client loyalty. Plans can be recurring for ongoing care or one-time for specific life stages such as puppy or kitten packages.
With Shepherd Wellness Plans, clinics can configure plans end to end, track included products and services as they are used, and reference plan details throughout daily workflows. Visual indicators appear across calendars, patient profiles, and within SOAP to make enrollment status and usage easy to identify at a glance.
Before you start
Shepherd Pay is required for Wellness Plans.
Learn more about Shepherd Pay.
Permissions control access. Admins and practice owners typically have wellness plan permissions by default. Roles can be granted any combination of:
Wellness Plan Settings: create and edit plans
Wellness Plan Enrollment: enroll and cancel patient plans
Wellness Plan Analytics: reporting access (coming soon)
Only one active wellness plan is allowed per patient at a time.
Overview
The Wellness Plans section in Admin → Wellness Plans lets you create, manage, and track wellness plans for your clinic. Each plan defines the included services, pricing, and renewal behavior.
If no plans exist, you'll see the option to Create a Wellness Plan. Selecting this button opens the New Wellness Plan screen.
Next Up
Notes and Troubleshooting
If you do not see Wellness Plans in Admin, confirm:
Shepherd Pay is enabled
Your role includes Wellness Plan Settings and/or Wellness Plan Enrollment permissions
If a plan is not available during enrollment, check:
Plan status is Active
The patient is eligible for species-specific plans
The patient is not already enrolled in another active wellness plan