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Activating a Treatment Plan

When you import a treatment plan template from the Marketplace, it arrives as a Draft. A draft can’t be sent to patients or used for orders yet — first you review it, set your pricing, and flip its status to Active. This guide walks you through everything that must be in place before a plan will activate. Who can do this: A team member whose security role includes access to treatment plans and pricing (for example, an Administrator).

Before You Start

  • Import your plan from the Marketplace — open the Store from the top navigation, choose a template, and import it. It appears on your Treatment Plans page as a draft.
  • Have a pricing schedule set up. Plan prices live in pricing schedules (your practice’s price lists, which can be scoped to specific locations). A plan can’t activate until at least one active pricing schedule covers it.
  • Decide your prices. For each billing option (e.g., 28-day cycle, one-time purchase) you’ll set either a single plan price or a price per medication.

Step 1 — Open the Plan

  1. Go to the Treatment Plans page.
  2. Click your imported plan to open the plan editor.

Step 2 — Review Medications and Dosages

Check that the imported medications, dosages, and any add-ons match what you intend to offer. Remove anything you don’t want in the plan. If a dosage shows as unavailable (for example, the pharmacy retired it since the template was published), it won’t be offered to patients — review and clean these up.

Step 3 — Set Up Billing Options and Pricing

This is where most activation blockers live:

  • Billing options — A subscription plan needs at least one billing option (cycle length, e.g., a 28-day cycle). One-time purchase plans have a single “One-time purchase” option.
  • Pricing mode — Price the plan as a single plan price (one price covering everything) or per medication (a price for each medication, summed into the plan total).
  • Every price must be filled in — the base plan price for every billing option, and a price for every included add-on in every cycle. Anything showing “No price set” will block activation.
  • Every pricing schedule counts — if you have multiple active pricing schedules, the plan must be priced in each of them, not just the one you’re currently viewing.

Step 4 — Set the Status to Active and Save

In the plan editor, change Status from Draft to Active, then save.

DrWell Connect now runs a full activation check. Two things can happen:

Everything passes — the plan is saved as Active and is immediately available for use with patients.

Something is missing — a dialog appears titled “A few things to finish before activating” listing every remaining gap in one place, for example:

  • Billing options — add at least one billing option
  • Base plan price — 28-day cycle
  • Add-on price — [medication name] (cycles missing a price)
  • A pricing schedule that doesn’t yet cover this plan
  • A medication with no acquisition cost (COGS) configured — this one requires DrWell support to resolve, and the dialog shows contact details

The plan is kept as a draft — nothing is lost. Fix the listed items, set the status to Active again, and save. You can also choose Keep editing or save your progress as a draft.

Tip: You don’t have to guess when you’re ready. If you save a draft that already passes every check, DrWell Connect offers to activate it on the spot: “This plan is ready to activate.” Choose Set as Active or Keep as Draft. Conversely, saving a draft that still has gaps shows a “Draft saved — pricing still incomplete” notice listing what’s left.

What Activation Enables

Once a plan is Active, your team can:

  • Send it to patients — patients can review and check out.
  • Create orders from the plan.
  • See it in day-to-day plan selection lists (drafts and inactive plans are excluded).

Plan Statuses at a Glance

Status

Meaning

Draft

Being set up. Not available to patients. No pricing checks enforced yet.

Active

Fully priced and in use. Passed all activation checks.

Inactive

Retired from use. Hidden from the Treatment Plans page unless Show Inactive is on.

FAQ & Troubleshooting

I set the plan to Active but it saved as a draft. The activation check found missing items — the dialog lists all of them at once. Fix each item, set the status to Active again, and save.

What does “no acquisition cost (COGS) set in Control Panel” mean? One of the plan’s medications is missing its cost data on the DrWell side, so profitability and pricing can’t be verified. This isn’t something you can fix in Connect — contact DrWell support using the details shown in the dialog.

I priced the plan, so why is it still blocked? The most common reasons: an add-on is included but unpriced in one of the billing cycles, or your practice has more than one active pricing schedule and the plan is only priced in one of them. The activation dialog names the exact cycle or schedule involved.

Do one-time purchase plans need billing options? No — they have a single built-in “One-time purchase” option. You still need to set its price.

Can I take an active plan out of use? Yes. Set its status to Inactive and save. It disappears from everyday lists (turn on Show Inactive on the Treatment Plans page to see it) and can be reactivated later — activation checks run again when you do.

Where do the prices actually live? In your pricing schedules. If prices seem to “differ by location,” that’s expected — pricing schedules can be scoped to specific locations.