Veterinary wellness plan software that knows what's been used.
Monthly plan billing for dogs and cats, a running tally of included exams, vaccines and lab work per pet, reminders when a pet is due, and a sync with your practice-management system so the front desk never has to guess what's covered.
Reply within one business day · Written scope and fixed price before any work starts
A proposed product shown with illustrative designs and demo data. We deliver it today as a custom build on our engines.
Status as of November 2026. How we label products
Pets on plans
1,146
Plan revenue / mo
$46,830
Failed payments
23
Included services used (YTD)
68%
Plans
| Plan | Monthly | Pets | Usage rate | Status |
|---|---|---|---|---|
| Puppy Start (to 6 mo) | $54 | 138 | 91% | Healthy |
| Adult Dog Essentials | $39 | 512 | 64% | Healthy |
| Senior Cat Care | $46 | 201 | 82% | Lab cost above plan |
| Adult Cat Essentials | $32 | 295 | 49% | Low exam usage |
This week
- 14 new enrollments9 at puppy visits
- 23 card-update links sentServices pause after 15 days
- 31 pets due for second examReminders scheduled
Plan year
Mar 2026 – Feb 2027
Payments
9 of 12
Covered today
$186
Client pays today
$64
Invoice lines
| Service | Price | Plan allowance | Used / allowed | Coverage |
|---|---|---|---|---|
| Wellness exam | $72 | 2 per year | 2 / 2 | Covered |
| Heartworm / tick-borne test | $64 | 1 per year | 1 / 1 | Covered |
| Fecal parasite screen | $50 | 1 per year | 2 / 1 | Not covered (2nd) |
| Rabies vaccine (3-yr) | $50 | As due | 1 / 1 | Covered |
| Nail trim | $14 | Not included | - | Client pays |
Pets with unused services
312
Reminders sent
268
Booked from reminder
97
Plan year ends < 60 days
74
Unused included care
| Pet · client | Plan | Unused | Plan year ends | Status |
|---|---|---|---|---|
| Juniper · C. Morales | Senior Cat Care | Senior blood panel, exam | Dec 31 | Reminder 2 sent |
| Rocco · A. Kim | Adult Dog Essentials | 2nd exam | Jan 15 | Booked Nov 21 |
| Pickles · T. Hart | Puppy Start | Final booster | Nov 30 | Not booked |
In short
Agenbord Recur for Veterinary Wellness Plans is a proposed product for independent veterinary clinics that sell monthly preventive-care plans. It would bill plans, track which included services each pet has used, remind clients when care is due, and sync with practice-management systems such as ezyVet or Shepherd. It is a concept shown with illustrative designs, delivered today as a custom build that reuses our production recurring billing engine.
What slows veterinary wellness plans down today.
The front desk can't tell what's included
A client on the Puppy Plus plan comes in for a second fecal test. Is it covered? Was the heartworm test used in March? The receptionist checks a spreadsheet, the client waits, and sometimes the clinic gives away a service twice.
Declined cards turn into awkward conversations
Monthly payments fail quietly. Three months later the client brings in their cat for a covered dental cleaning and the clinic discovers the plan has been unpaid since summer.
No one knows if the plans make money
Plan prices were set years ago. Without usage by plan and by pet, the owner can't tell whether the senior plan is underpriced or whether most clients never use the included lab work.
How the work flows through the system.
Each workflow runs on one shared record, so nobody re-types numbers between steps.
Enrollment at the exam
Veterinarian or technician → client → front desk
- During the visit the team recommends a plan by species and life stage (puppy, adult dog, senior cat).
- The client signs the plan agreement on a tablet, including the term and how to cancel, and saves a card or bank account.
- The plan and its included services are attached to the pet's record in the PIMS through its API.
- The first monthly payment runs and the client gets a welcome message listing what's included this year.
Checkout with included services
Front desk → client
- When an invoice is created in the PIMS, the plan checks which line items are covered and how many of each remain.
- Covered services are discounted to zero and logged as used; partial coverage (a plan discount on dental) is applied automatically.
- The front desk sees remaining entitlements on screen and can tell the client what's still available this plan year.
- Anything outside the plan is charged as usual.
Care-due reminders and renewal
Practice manager → client
- The system lists pets with included services not yet used (a second exam, the annual blood panel) and sends booking reminders by email or SMS (with consent).
- Failed payments trigger a card-update link and pause included services after a grace period the clinic sets.
- Before the plan year ends, the client receives a renewal notice with the price and a summary of what the pet received.
- Usage and revenue by plan roll into the monthly report so the owner can adjust next year's pricing.
What's included in Agenbord Recur for Veterinary Wellness Plans.
Plan builder
Plans by species and life stage with included exams, vaccines, parasite tests, lab panels and dental discounts, priced monthly or annually.
Entitlement tracking
A running tally per pet of each included service: allowed, used and remaining for the plan year.
PIMS sync
Plans, pets and invoice line items synced with the practice-management system so coverage applies at checkout.
Autopay & dunning
Card and ACH payments through your processor, retry schedules, card-update links and a grace period before services pause.
Care-due reminders
Reminders for included services not yet used, linked to online booking where the clinic offers it.
Renewals & cancellations
Renewal notices with a summary of care received, online cancellation and early-cancellation balances per your terms.
Plan economics
Revenue, cost of included services and usage rate per plan, so pricing decisions use real numbers.
Client app
Clients see what's included, what's been used and their payment history.
AI that does specific jobs and shows its work.
Every AI feature is tested on your own records before it's switched on, and a person approves anything that moves money or goes to a customer.
Invoice-to-plan matching
Maps the clinic's PIMS service codes to plan entitlements when codes are inconsistent ("DHPP booster", "DA2PP 1yr"), proposing a mapping for the practice manager to approve. Limits: it proposes; nothing is applied at checkout until a person approves the mapping.
Who it's for and who it isn't.
A good fit if you are
- Independent small-animal clinics with 1-6 locations and 150-3,000 pets on plans (or planning to launch)
- Clinics whose current plans are tracked in a spreadsheet or a PIMS add-on that doesn't show usage clearly
- Practice owners who want plan revenue, usage and margin per plan visible every month
- Clinics changing PIMS who don't want to rebuild their plan program at the same time
Probably not the right fit if you are
- Corporate groups with a central plan program already built into their systems
- Clinics whose PIMS-native wellness plan module already covers billing, usage and reporting well
- Equine or food-animal practices - the plan structure here assumes small-animal preventive care
Designed around the rules you work under.
Plain-English notes, not legal advice. Software supports your compliance process; it doesn't replace your attorney, CPA or compliance lead.
Veterinary records are confidential under state rules
HIPAA does not cover animal health records, but state veterinary boards set their own confidentiality and record-keeping rules. Florida's rule, for example, requires veterinarians to keep patient records confidential and not disclose them without the client's consent. Reminders carry only the pet's name and the service due. Fla. Admin. Code R. 61G18-18.002.
Wellness plans and pet insurance rules
Wellness plans are usually structured as prepaid care rather than insurance, but states that adopt the NAIC Pet Insurance Model Act (adopted by the NAIC in August 2022) regulate how wellness programs are sold alongside pet insurance. The clinic's counsel should review plan terms for its state. NAIC - Pet insurance; Locke Lord summary.
Automatic renewal laws
Monthly plans that renew automatically fall under state auto-renewal laws. California's amended Automatic Renewal Law took effect July 1, 2025, with stricter consent and cancellation rules. Renewal notices and online cancellation are designed to support these workflows. Lowenstein Sandler summary.
What exists today and what's being built.
Reused from our production engines
Capabilities of the engine this edition is built on.
- Automated scheduled invoicing
- Digital payment collection with automatic reconciliation
- Self-updating ledgers per account
- Client app and owner dashboard
Built for your project
Scoped and delivered as a custom build.
- Plan builder with per-pet service entitlements
- PIMS connectors (ezyVet first, others on request)
- U.S. card and ACH autopay with dunning
- SMS and email reminders with TCPA consent records
- Renewal notices and online cancellation
- Plan economics reporting
Connects to the systems you already run.
Systems we integrate with
Named platforms are examples we build against through their public APIs - not partnership claims.
How it compares - honestly.
Established products are often the right answer. Here's when each one is the better choice.
| Product | What it is | The better choice when |
|---|---|---|
| Covetrus CarePlans | A care plan product that integrates with Covetrus Pulse, AVImark and Impromed, with implementation help for designing and pricing plans. | You run a Covetrus practice-management system and want a packaged plan program with pricing support from the same vendor. |
| Shepherd wellness plans | Wellness plans built into the Shepherd practice-management system for independent clinics, with billing through Shepherd Pay. | You're on Shepherd and use its payments - a native module beats a separate system. |
| Digitail wellness plans | Preventive care plans with automated billing and client enrollment inside the Digitail practice-management platform. | You're moving to or already on Digitail and want plans inside the same system. |
What it costs, up front.
This edition is a concept, delivered as a custom build on the Agenbord Recur engine at a fixed price, plus your payment processor's own fees. Typical ranges for independent clinics:
Plan billing
From $12k
Plan builder, autopay and dunning, renewals and a member ledger, with plans entered into your PIMS by staff.
6–10 weeks
Full edition
$25k–$60k
Adds two-way PIMS sync with entitlement tracking at checkout, care-due reminders, the client app and plan economics.
3–5 months
Multi-location
$60k+
Several clinics or different PIMS, shared plans across locations, consolidated reporting and migration of existing plan members.
Phased
Veterinary wellness plans: common questions.
Is this a shipping product?
No. It's a concept shown with illustrative designs and demo data. We deliver it today as a custom build on our recurring billing engine, which runs in production.
Does HIPAA apply to veterinary records?
No - HIPAA covers human health information. State veterinary boards set confidentiality and record-keeping rules, so the system keeps pet records private and reminders show only the pet's name and what's due.
Which practice-management systems can it connect to?
We'd start with systems that publish an API, such as ezyVet, and confirm the method for others (Shepherd, Cornerstone, Covetrus Pulse) during scoping. Where no API exists, we use scheduled exports.
Is a wellness plan the same as pet insurance?
Generally not - a wellness plan prepays routine care at your clinic, while insurance reimburses unexpected costs. Some states regulate how wellness programs are sold alongside insurance, so your counsel should review the plan terms.
What happens if a client cancels mid-year after using most services?
The system applies whatever your plan terms say - for example, the client pays the difference between services received and payments made. It shows that balance at cancellation so the front desk doesn't have to calculate it.
We already have plans in our PIMS. Can we migrate them?
Yes. Existing members, payment methods (where your processor supports transfer) and the year's usage are migrated so no one loses services already paid for.
Sources
- Florida Administrative Code R. 61G18-18.002 - Maintenance of medical records
- NAIC - Pet insurance
- Locke Lord - The NAIC adopts the Pet Insurance Model Act
- Lowenstein Sandler - California Automatic Renewal Law remains intact
- Covetrus - CarePlans
- Shepherd - Meet Shepherd wellness plans
Regulatory notes are plain-English summaries, not legal advice.
Concept
Want Agenbord Recur for Veterinary Wellness Plans built for your business?
Send us your workflow and the systems you use. We'll reply within one business day, then a free 30-minute call, then a written scope with a fixed price - including an honest view on whether an off-the-shelf product would serve you better.
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