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How to set up a pet health benefit plan
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Also the same as How to set up a herd health scheme For years
vets have been doing herd health work. The vet enters into an agreement with the farmer
that the farmer will pay him a fixed monthly amount. The vet will then visit the farm on a
regular basis to take care of the animals. There is little difference between such a
scheme and an in-house pet medical aid, however there is a legal problem. There is a law
that controls medical aids. According to that law, a medical aid must have a cash reserve
of more than million rand. Therefore, we do not call it a medical aid but a pet health
benefit plan. When it is
agreed that the client will pay a fixed amount every month for the vet to take care of his
animals, the following must be done: The client
and patient should be identified as pet health benefit members. All the service and stock
items should then be identified as pet health benefit services and stock, e.g. the
discount on a consultation fee can be 100%, but 0% on an outside laboratory fee. The
discount on generic medicines like Clamoxyl can be 100% but 0% on pet food. When
everything is set up, you can add a transaction for a pet health benefit member. The
discount will be subtracted from the default rate (rate 1 for services and rate 3 for
stock) and the original price will be displayed in brackets. During the
month-end, Microvet will generate a debit line and add the monthly premium to the client's
balance. The best way to manage monthly premiums is through a debit order system. Make an
arrangement with your bank to run the monthly debit orders. Check bank statements to see
that the debit orders and/or electronic payments went through. Only then can payment lines
be added to the client's account. |
Step 1: Identify clients and
patients that qualify for a pet health benefit plan |
Click on CLIENTS on the main
menu One client can have
many animals. Each animal that is on the scheme must be identified: Click on the EDIT
PATIENT button on the client information window |
Click on TARIFFS on the main
menu |
Click on TARIFFS on the main
menu |
Select the line item on the
transaction window When you edit the line, the rate will
be set as a pet health discount. The original amount is displayed in brackets in the
description field. The discount subtracted is displayed in the discount field. You can
change the description, rate and discount amount. |
It is possible that debit
order payments or electronic payments were received, but that the payments were not
entered in Microvet. The age analysis has a filter to display these cases: Click on CLIENTS The clients that pay by debit order or
electronic banking and still have an outstanding balance will be displayed. |
How to view all the Pet Health
benefit discount lines for ONE member |
Click on CLIENTS on the main
menu |
Click on CLIENTS on the main
menu |