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VCP, the veterinary industry’s leading care plan management solution, is now the Covetrus care plans solution. VCP is the most comprehensive care plan solution covering practice level and organization level functionality to drive a successful care plan program. VCP care plans can help your practice increase compliance and financial growth. Click here to learn more about VCP.
In this first integration, we removed friction during care plan visits to save you time and increase efficiency. You will be able to see your patient’s VCP plans from Pulse and post plan services to your patient’s medical record at zero price. Once the VCP integration is enabled, you will have access to your patients VCP care plans from medical records and add care plan services to treatments and invoices.
Integration Set Up
If you already have an account with VCP, you can turn on the integration and experience the features right away.
To turn on this integration, you will need to obtain your API Key and Secret by contacting your Covetrus care plans representative at email@example.com or calling 888-671-0480.
To enable your VCP integration, go to Menu > Settings > Practice Setup > General > Integration Settings.
Expand the Integration Settings section and locate Enable VCP Care Plans. Check the box to enable this setting.
The VCP Care Plan setup section will appear. You will need to contact your VCP coach to obtain your API Key and Secret. Enter the API Key and Secret and click Save at the bottom of the Settings page.
Select Test Credentials to validate the integration setup.
If you receive an error, check the API Key and Secret entered correctly. If the error persists, contact your VCP coach for further assistance at firstname.lastname@example.org or by calling 888-671-0480.
If your patient has a care plan, their plan will appear under the Care Plans tab on the patient's medical record. The patient's plan information and offering services are displayed.
1 - Overall status of the plan
2 - A care plan item setup with alternate services. In this example, this care plan includes 10 Flea and tick medications. You can consume any of the alternate medications throughout the plan period.
3 - You can add care plan items to your patient's treatment by selecting the "+" icon.
4 - Quantity shows what was included with the plan, what has been used, and what is still available.
Note - The integration uses Pulse client ID and patient ID to look up VCP plans. If the VCP plan is not shown for an enrolled patient, check the Client ID and Patient ID entered in the VCP system correctly.
Note: In the event that the patient ID or the Client ID has changed in Pulse (e.g., from patient merge or change of ownership), the PIMS Client ID and PIMS Patient ID will need to be updated for the corresponding VCP plan.
Renewed Early VCP plans
Plans can be renewed early in VCP, either by VCP due to billing cycle or manually on the VCP Portal.
Renewed early plan will be available for consumption in Pulse on Care Plans tab on Medical Record.
Note: If a service is still available on the current plan, it will be consumed from the current plan first and then, from the renewed plan.
Please refer to VCP Manual Renewal for more details on renewing care plans.
Adding care plan services to patient's treatment
When adding care plan items to a patient's treatment, the item's price is reduced to zero. The item's available quantity under the Care Plan tab is updated.
Adding care plan services from Quick Invoice
You can also add care plan items from Quick Invoice. The item's price will get reduced to zero. The item's available quantity under the Care Plan tab will get updated accordingly.
Checking out with Care Plan services
The invoice will display all plan services with a zero price and total discount.
Return care plan items
If the care plan items are returned while the Care Plan is active, the available quantity of the item will be updated to reflect the return quantity.
Manage VCP Care Plans
This feature is located in the Pulse medical record care plan tab. Clicking on this link will redirect you to the VCP patient information page, providing quick access to manage the patient's plan.
Once the user is configured, the user can click on the "Manage Plan" link on the Pulse Care plan section to redirect to the VCP patient site.
To use this feature, your Pulse employee user name must be configured in the VCP employee settings.
You can create a new VCP user or update the existing VCP user to map to the corresponding Pulse employee user name. You must have the VCP admin right to access and update the VCP users settings.
To map Pulse and VCP users, log into your VCP portal, go to Settings, and select Users.
Create a new user or find the corresponding VCP user and select EDIT.
Enter the Pulse employee user name in the VCP External User Name field.
Select Update to save the changes.
The Pulse user name can be found in employee setup (Menu > Settings > Employee > Employees)
Enrollment Push Link
You can send an enrollment link to your clients with patients who don't have a VCP care plan from Pulse. Your client can use the link to complete their care plan self-enrollment.
To use this feature, your VCP account must be set up to allow VCP enrollment. If you are not sure about your VCP setup, please contact your VCP coach or contact your VCP representative at email@example.com or call 888-671-0480.
Enable the Enrollment Push Link feature
To enable the Enrollment push link feature, expand the Integration settings section and locate Enable VCP Care Plans Enrollment, select the check box.
You can send the link from two places: the client profile or from the Care Plan tab (the VCP Care Plans feature must be enabled to view this tab).
From the client profile, click on the Care Plan icon. If you do not see this icon, you may need to enable this feature.
Care Plan tab
From the Care Plan tab, click on the Send Enrollment link.
Send Enrollment Link
After engaging the Send Enrollment, the Send Care Plans Enrollment Link dialog box will appear.
- Enter the client email and phone number.
- Select E-mail and/or SMS.
- If the client has more than one pet, select the pet for the enrollment link.
- Click Send.
Note: The email address must not be used for another VCP account. If the email address has already been used (as a VCP user account or as a Client account), the system will generate an error.
If a phone number is not entered in the Send Enrollment Link dialog box, an error message will appear.
After the enrollment is sent, the client will receive an email and/or text based on the selections. From the email/text, the client can click on the enrollment link and be directed to the VCP enrollment site. The link expires after 24 hours. From here, the client can see his/her patient's information and proceed to select a care plan, and complete the enrollment application.
Once the enrollment is completed successfully, the care plan is shown in Pulse in the Patient Medical Record Care Plan tab.
A percentage discount can be applied on items not in the care plans and DO NOT have “Exclude from percentage discount” selected. The Out-of-Plan discount percentage can be configured for each Care plans.
To set up this discount,
1. Go to your Care plans portal at https://my.careplans.vet/cwa/ or click the VCP single sign-on at the top right navigation bar. You must have your account setup to successfully access your portal, see Manage VCP Care Plans section in this document for more detail.
2. from the top navigation bar, go to Plans -> Out of Plan Discounts
3. Create a new discount as needed. If you do not have access to this section, please contact your Care plans coach or contact the Care plans support team at firstname.lastname@example.org or by calling 888-671-0480.
4. Go to the plan template and assign the out-of-plan discount. If you do not have access to this section, please contact your Care plans coach or contact the Care plans support team at email@example.com or by calling 888-671-0480.
5. This percentage discount will apply to all billable items outside the Care plans unless the billable items have the "Exclude from discount" option selected. This option is in the billable item definition (inventory/lab/procedure edit). For example for inventory items, go to inventory management, Left navigation bar -> Inventory -> Inventory Management
Click on the pencil icon to edit the item.
Select the checkbox for Exclude from Percentage Discounts if the item should be excluded from the Care plans Out of plan discount.
Select Save to save the changes.