Health plans are a valuable way to offer ongoing, preventive care to your patients while giving clients peace of mind with predictable billing. In Lupa, you can easily create, manage, and track health plans for both individual pets and clients.
Access the Health Plans Section
Navigate to Settings from the left-hand menu.
Scroll down until you find Health Plans.
Understand the Two Views: Pets vs. Clients
In the Health Plans section, you'll find two viewing modes:
By Pets – See which health plans are linked to individual animals.
By Clients – View plans issued at the client level.
Toggle between these views depending on how your clinic prefers to organise plans.
Create a New Health Plan
Click Create New Plan in the top right corner.
2. Enter the Plan Name, Price, and choose a Billing Period (e.g. monthly, yearly).
3. Save the plan to begin setting up allowances.
Add Allowances to the Health Plan
After saving the health plan, click on it to view the details, then select Add Allowance.
Configure the Allowance
Choose specific Items or Product Categories the allowance applies to.
Set the Discount Type (percentage or fixed).
Define the Value of the discount.
Specify the Period the allowance is valid for.
Set a Limit for how many units are covered.
You can add multiple allowances to tailor the plan for different services or products.
Edit an Existing Allowance
Need to make changes? Just click on any existing allowance to:
Adjust the value, discount, or fixed amount
Modify the billing period
Update the number of units covered
Changes will automatically apply to any future use of that allowance.
Health plans help build long-term relationships with your clients while encouraging regular, preventive care for their pets. With Lupa, managing these plans is simple and transparent. For additional help or best practices, feel free to contact our support team. We’re always happy to help.