Pricing Schedules
This guide explains what pricing schedules are, how to create one, and how to use start and end dates so a new schedule takes over automatically on a future date — letting you change pricing across all of your treatment plans at once, without editing each plan one by one. Who can do this: A team member whose security role includes access to Settings → Pricing (with the Add Pricing, Edit Pricing, or Archive Pricing permissions, depending on the action). Administrators always have full access.
A pricing schedule is a dated set of prices for your treatment plan templates. Instead of storing prices on each plan individually, the schedule owns the pricing:
- Fixed or tiered pricing per billing frequency — each treatment plan can have a price for each of its billing durations (for example Monthly, Quarterly, Semi-Annual, Annual, or a one-time purchase), and each price can be a single fixed amount or tiered.
- Per-medication and add-on prices — within a plan, you can also set patient prices for individual medications and for optional add-on medications.
- Date range — every schedule has a Start Date and an optional End Date, which control when its prices are in effect.
- Optional location scoping — a schedule can apply to all of your locations, or only to the locations you select.
Because prices live on the schedule, changing your pricing is a matter of creating a new schedule — you never have to open and edit every treatment plan.
Before You Start
- Import your treatment plans first. The pricing table lists your imported treatment plan templates; both Active and Draft plans can be priced (draft plans show a Draft badge in the table).
- Check your permissions. You need Settings → Pricing access to view the page. Adding a schedule requires Add Pricing, changing one requires Edit Pricing, and archiving requires Archive Pricing. If a button is grayed out with the message "You do not have access to this function," ask an Administrator to update your role.
Part 1: Creating a Pricing Schedule
Step 1 — Open the Pricing page
- Sign in to DrWell Connect.
- Go to Settings → Pricing.
- Click Add Schedule (top right). If you have no schedules yet, the button reads Create Pricing Schedule.
A slide-out panel titled New Pricing Schedule opens.
[Screenshot: Pricing page with the Add Schedule button highlighted]
Step 2 — Fill in the schedule details
| Field | What to enter |
|---|---|
| Name * | A recognizable name, e.g. Q1 2026 Pricing. Required. |
| Description | Optional note about what this schedule is for. |
| Start Date * | The first day these prices are in effect. Required. |
| End Date | Optional. The last day these prices apply. Leave it blank and the schedule runs indefinitely. |
| Status | Draft or Active (see Statuses & Groupings below). New schedules default to Draft. |
| Locations | Check the locations this schedule applies to. Leave empty to apply to all locations. |
Click Next.
[Screenshot: New Pricing Schedule panel with the details form filled in]
Step 3 — Set treatment plan prices
The panel advances to Set Treatment Plan Prices, showing a table of your treatment plan templates with the columns Treatment Plan, Billing Frequency, Price, and Net Revenue.
- Expand a treatment plan row to see each of its billing frequencies (e.g. Monthly, Quarterly, Semi-Annual, Annual, or One-time purchase for single-use plans).
- Enter a price for each billing frequency. You can use a single fixed price or tiered pricing.
- Click a plan's row to open its detail view, where you can also set per-medication prices and add-on medication prices for each billing duration.
- When you're done, click Save Pricing.
[Screenshot: Set Treatment Plan Prices table with prices entered]
Step 4 — Review locations (optional)
When editing an existing schedule, the panel has three tabs — Details, Pricing, and Locations. Use the Locations tab to adjust which locations the schedule covers, then click Save Locations.
Part 2: Statuses & List Groupings
Selectable statuses
Only three statuses can be set on a schedule:
| Status | Meaning |
|---|---|
| Draft | The schedule is being prepared and is not in effect, regardless of its dates. |
| Active | The schedule is live — its prices take effect on the Start Date and stay in effect until the End Date (or indefinitely if none is set). |
| Archived | The schedule is retired immediately, regardless of its dates. (Requires the Archive Pricing permission.) |
The Pricing page groupings
The Pricing page groups schedules into three sections. These groupings are derived from each schedule's status and dates — "Scheduled" and "Expired" are not statuses you set:
| Group | What lands here |
|---|---|
| Active | Schedules with status Active whose Start Date is today or earlier (and whose End Date, if any, hasn't passed). These are the prices currently in effect. |
| Scheduled | Active schedules whose Start Date is in the future, plus Draft schedules. These are waiting to take effect. |
| Expired | Schedules whose End Date has passed, plus anything Archived. |
A schedule moves between these groups automatically as its dates come and go — no one has to touch it.
Part 3: Changing Your Prices on a Future Date (Key Workflow)
This is the main reason pricing schedules exist. Suppose your current prices should apply through March 31 and new prices should start April 1:
Step 1 — End-date your current schedule
- Go to Settings → Pricing and click your current schedule (in the Active group).
- Open the Details tab, click the edit (pencil) icon, and set the End Date to March 31.
- Click Save Details.
Step 2 — Create the new schedule
- Click Add Schedule.
- Name it (e.g. April 2026 Pricing), set the Start Date to April 1, leave the End Date blank (or set one if you already know it), and set the Status to Active.
- Choose locations (or leave empty for all), click Next, enter the new prices in Set Treatment Plan Prices, and click Save Pricing.
Step 3 — Verify
On the Pricing page you should now see:
- Your current schedule under Active, showing Ends Mar 31.
- Your new schedule under Scheduled, waiting for April 1.
[Screenshot: Pricing page showing the current schedule under Active and the new schedule under Scheduled]
What happens on the changeover day
On April 1, the new schedule automatically moves to the Active group and its prices become the effective pricing for every treatment plan it covers. On the same day, the old schedule's End Date passes and it moves to Expired. No treatment plan needs to be edited — every plan priced by the schedules picks up the new prices automatically.
Tips & Good Practices
- Avoid overlapping active schedules. Don't keep two Active schedules whose date ranges overlap for the same locations and plans — end-date the old one so exactly one schedule is in effect at a time.
- Use Draft to prepare. Build next quarter's pricing as a Draft schedule at your own pace; it won't affect anything. When you're ready to commit, edit its Details and switch the status to Active — with a future Start Date it will sit under Scheduled until its day arrives.
- No End Date = runs forever. A schedule without an End Date stays in effect indefinitely, until you end-date or archive it.
- Archiving is immediate. Setting a schedule to Archived stops it right away, regardless of its dates. Use an End Date instead when you want a clean, scheduled handoff.
- Location-scoped pricing. To run different prices at different locations, create one schedule per location group and select the matching locations on each. A schedule with no locations selected applies everywhere.