Navigate to: Reports > Wellness Plan Report

What This Report Is For

Monitoring overall plan performance.
Review adoption rates, active plan counts, and revenue across all wellness plans for a selected time period.
Tracking renewal and cancellation trends.
See how many plans renewed or were canceled within the period and compare against the eligible population.
Identifying payment issues.
Surface accounts with failed payments so your team can follow up before a plan is disrupted.
Finding unenrolled patients.
Use the Non-Enrolled tab to identify active patients without a wellness plan for outreach.
Evaluating plan-level revenue.
Compare plan price and enrollment counts across plans to assess pricing strategy.

What This Report Is NOT For

Viewing a single patient's enrollment details or usage history.
The report shows plan-level and practice-wide data. For individual patient usage, go to the Wellness Plans tab on the patient or client profile.
Managing enrollments.
You cannot cancel, edit payment methods, or take enrollment actions from this report. Use the patient or client profile for enrollment management.
Viewing real-time item usage during a visit.
Use the wellness plan drawer in SOAP or the patient profile Wellness Plans tab.

What You Need to Know

Data does not load until you click View Report.
The report defaults to This Month on load but does not populate until View Report is selected. Use Clear to reset all filters.

Revenue figures reflect payments collected, not invoice amounts.
If a plan has been invoiced but not yet paid, or is being paid in installments, revenue shown reflects only amounts actually received. A plan that has been enrolled but not yet paid will show $0.00 in revenue for that period.
Switching tabs preserves your selected Time Period.
You do not need to re-select filters when moving between the Overview, Enrollment, and Non-Enrolled tabs.

Filters

Filter	Description
Time Period	Select a predefined range or enter a custom date range. Defaults to This Month on load.

After selecting filters, click View Report to load data. Click Clear to reset all selections.

Overview Tab

The Overview tab provides high-level KPI cards and a summary table of all wellness plans.

You can download this specific tab's data via the Overview CSV link at the top right of the tab.

KPI Cards

Card	What It Shows
Active Plans	Total number of active plans, with the most and least common plans by enrollment.
New Enrollments Past 30 Days	Total enrollments in the last 30 days, with a breakdown of Renewing and Fixed-Term plans.
Renewals vs. Cancellations Past 30 Days	Count of renewals and cancellations from the last 30 days.
Payment Failures Past 30 Days	Total payment failures in the last 30 days, including clients affected and failure rate.
Revenue	Total Wellness Plan revenue collected, with a breakdown of Enrollment Fees and Ongoing Plan Fees.

Overview Table

Column	Description
Plan Name	Name of the plan. Links to plan settings. Sortable.
Created	Date the plan was created. Sortable.
Status	Active or Inactive. Filterable.
Type	Plan type. Filterable.
Plan Duration	Length of the plan.
Products & Services	Included items and substitutes, shown in a dropdown.
Enrolled	Number of patients enrolled during the selected time period. Sortable.
Plan Price	Price charged to clients per plan period. Does not include the enrollment fee. Sortable.
Revenue	Total revenue collected for the selected time period. Sortable.

Footer totals summarize Enrolled and Revenue across all rows.

Enrollment Tab

The Enrollment tab shows enrollment activity and patient-level details for the selected time period.

You can download this tab's data via the Enrollment CSV link at the top right of the tab.

KPI Cards

Card	What It Shows
Patients Enrolled	Percentage of active patients currently enrolled, with counts for Enrolled and Not Enrolled.
Renewals Next 30 Days	Percentage of eligible patients who have renewed, with counts for Eligible for Renewal and Renewed.
Cancellations Past 30 Days	Total cancellations in the last 30 days.
Expiring This Period	Count of plans that will end in the current or next month.

Enrollments Table

Column	Description
Patient	Patient name. Links to Patient Profile. Sortable.
Species	Patient species. Filterable.
Age	Patient age in years and months. Sortable.
Plan Name	Name of enrolled plan. Filterable.
Enrollment Date	Date of enrollment. Sortable.
Enrollment Status	Active, Expired, or Canceled. Filterable.
Next Renewal/End Date	Displays Renews: or Ends: with date. Shows / if none. Sortable.
Payment Status	Paid/Current, Paid in Full, Overdue, Pending, Refunded, or Canceled. Filterable.
Client	Client name. Links to Client Profile. Sortable.
Client Email	Client primary email.

Canceled enrollments may display a Cancellation Reason row beneath the patient entry.

Downloading Report Data

Select Download at the top right of the report to export as PDF. Each tab also has its own CSV export link at the top right of the tab.

The Pricing Source column is included in detailed CSV and PDF exports. Aggregate rows do not display a Pricing Source value.

Frequently Asked Questions

Why does revenue show $0.00 for a plan I know has been enrolled?

Revenue in this report reflects payments collected, not the invoice amount. If the client has not yet made a payment — or if the plan is being paid in installments — the revenue shown reflects only what has actually been received in the selected time period.

Does this report appear if Wellness Plans are not enabled?

The Wellness Plan Report is only available when Wellness Plan features are enabled for your clinic.

Why does no data appear after I open the report?

Data loads only after clicking View Report. Select a time period and click View Report to populate the report.

Does switching tabs reset my filters?

Switching between the Overview and Enrollment tabs preserves your selected Time Period. You do not need to re-select filters when changing tabs.

What does Paid in Full mean under Payment Status?

Paid in Full applies to one-time payment plans that have been completely paid. It is distinct from Current, which reflects ongoing plans with payments up to date.