Wellness Plans Resources - Table of Contents

Wellness Plans Resources Table of Contents

• Client FAQ Sheet – Wellness Plans/Care Companion Plans

• Wellness Plans/Care Companion Plans Info Sheets (examples)
  • Hospital leaders request these info sheets with their specific pricing from the Wellness Plan team.

• Hospital Team FAQs
• CCP Talking Points for Hospital Teams

• Video Demo: How to Enroll a Wellness Plan
  • Use this process to ensure payment schedules are correctly set up.

• Instructions: Retroactive Active Enrollment for Wellness Plans
  • Clients can retroactively sign-up within 7 days of their pet's initial visit.

• Wellness Plans Administration SOP
  • Use this SOP for recommended daily, weekly, and monthly plan administration & best practices.

• How To: Updating Stored Credit Cards for Wellness Plans
  • Use this process to ensure a new card correctly attaches to the payment plan.

• Wellness Plans Past Due/Collections Policy & Process
  • When you receive an email from Pulse regarding a client’s wellness plan payment failing, take the necessary steps to notify clients and resolve any past due balances. 

• Cancellation Spreadsheet-6efd43.xlsx
  • Calculator to determine what is owed if a client requests plan cancel (updated March 2025)