For Independent and small-group veterinary clinics and animal hospitals
Spot wellness plan payments that fail or lapse
Wellness plans pay monthly, and a declined card can sit for weeks before anyone notices. Members who stop using their plan visits are also likely to cancel at renewal, and nobody reaches out first.
What it can cost you
Example: 15 lapsed plans a quarter x $45 a month x 12 months = $8,100 a year in plan revenue.An illustration, not a promise. Your Opportunity Scan puts a real number on it.
What the system checks overnight
- Lists plan members with a failed or declined payment.
- Flags cards on file that expire before the next charge date.
- Counts members with included visits still unused late in the plan year.
- Lists plans coming up for renewal in the next few weeks.
- Checks for plan members who visited without the plan being applied.
Where it reads from
- ezyVet
- IDEXX Neo
- Vetspire
- Cornerstone
- QuickBooks Online
What happens when it fires
The front desk sends the drafted card update messages and books visits for members with unused benefits.
Autonomy level: Draft for approval. The system prepares the message or task, and you approve it before anything goes out.
What we guarantee
Every failed plan payment is in the brief by the next business morning. We agree on the metric before the Sprint starts and measure it over the first 20 business days after go-live. If we miss it, you get half your Sprint fee back. Dollar savings are tracked in your monthly saves log, reported rather than promised.
Questions
Our plans run through a separate billing tool. Can it read that?
If the plan tool can export or share payment status, the system reads it and matches members to patients in your practice software.
Does it contact clients on its own?
Not by default. It drafts the messages, and you decide whether to let it send routine card reminders later.
Do I need new software for this?
No. The system reads from the tools you already use, with read-only access by default. A guardrail layer controls exactly which data the AI can see.
What does it cost?
A 3-week Sprint is $6,000 fixed and includes the morning brief plus one automation tied to an agreed metric. Ongoing support is $1,500 a month, or $500 a month to keep it running without new automations. If the agreed metric is missed over the first 20 business days after go-live, half the Sprint fee is refunded.
How is this different from a dashboard app or a free AI kit?
A dashboard app shows numbers when you go look. A free AI kit gives you the parts, and you do the setup, the upkeep, and the checking. Here the alarms are built for your kind of business, they watch outside data like market rates and rule changes alongside yours, and on Run or Keep-Running, the person who built them keeps them working and logs what they caught.
More alarms for veterinary clinics
Seven more things worth watching.
- Overdue reminders with no appointmentSpot vet patients past due on wellness and vaccine reminders with no visit booked, by doctor and clinic, so your team calls before they drift away.
- No-shows and late cancelsTrack vet no-shows and late cancels by day, doctor, and appointment type, and find repeat clients, so you can confirm, overbook, or ask for deposits.
- Estimate to invoice gapsCompare approved vet estimates to final invoices for dentals, surgeries, and hospital stays to find items that were done but never charged.
- Expiring pharmacy inventoryFlag vet pharmacy items near expiry, overstocked SKUs, and slow movers by clinic, so you can use, transfer, or return them before writing them off.
- Distributor price increasesCompare distributor invoice costs to the prices in your vet practice software and flag items where your markup has quietly shrunk.
- Underbooked doctor timeFind vet doctor schedules with open appointment time in the coming days, by clinic and appointment type, while there is still time to fill them.
- Client balances overdueFlag overdue vet client balances, missed payment plan installments, and accounts that keep booking with money owed, so they are handled early.