When creating PlanSplit we looked at pros and cons of integration. If the goal is to reduce staff workload, then integration alone should not be your sole decision maker. PlanSplit was designed with the singular goal to significantly reduce your team's workload in terms of plans management. We do this by not integrating into your software but by:
completely eliminating paperwork and need for your staff time at sign-up. Signing up with in-house plans requires your staff to print the agreement, collect signature(s), enter payment info, and retain the paperwork. With PlanSplit the consumer does all that him/herself on our site and there is no paperwork.
being the buffer between your practice and your clients in terms of plans sign-up, payments, collections, and cancellation issues. All issues in these regards are automated and human supported in our application. You also won't need to manage a separate payment gateway or merchant account with PlanSplit.
The only benefit to integration is to apply usage in a single invoicing step. This takes seconds to do in PlanSplit at the time of checkout. And there are several methods by which you can easily reflect the amounts credited to wellness plans in your management software. We do not see these few seconds lost due to lack of integration as a significant disadvantage when compared to hours gained on not having to manage sign-up's, payment, collections, cancellations and filing paperwork.
Next, we veer away from the traditional in-house plans management systems by being a cross category system. Your clients have pets but may also need dental care, chiropractic, mental health, or other wellness care for themselves and their human family. PlanSplit caters to the entire family, human and animal. Your clients will be able to buy and manage plans across several health care categories. Emphasis on manage, as Petly Plans does not show consumers their saving or usage, PlanSplit gives them their own dashboard to see that. Furthermore, you can put your plans on an optional e-marketplace to gain new clients.
How about scaling your business? If you build or acquires sister practices, PlanSplit is built to allow you to create and sell plans for multiple locations in a single account, quickly and easily. I won't go into too much detail on this feature, but please know that as the brainchild of a practitioner that suffered with integration for multiple locations, we are designed to be the better solution.