Ask the veterinary team which preventive services are expected during the coming term. Put already completed care in a separate column so it does not accidentally inflate the new package’s value. Mark optional or uncertain care as uncertain rather than counting every brochure item.
Use the practice’s actual estimates where available. Then annotate whether the proposed agreement supplies the service, reimburses up to a cap, or reduces the practice’s price. Those are different forms of help and should not all be entered as cash reimbursements.
| Your care-list entry | What to record | Decision consequence |
|---|---|---|
| Expected exam | Timing, practice charge, eligible visit count | Count only the visits you expect to use |
| Recommended vaccines or screening | Exact services and any combined benefit category | Avoid counting the same shared allowance twice |
| Care already completed | Date and amount already paid | Do not assume a new purchase pays backward |
| Uncertain procedure | Why and when the veterinarian might recommend it | Keep it outside the guaranteed-savings column |
