# US 11,297,802 B2 · Systems and methods of digital tracking of wellness programs with dynamic feedback from pets at different clinics using different manufacturer products

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- Number: US 11,297,802 B2
- Document ID: US11297802B2
- Status: Granted
- Kind: B2
- Application number: 16/883,973
- Filed: 2020-05-26
- Published: 2021-12-02
- Granted: 2022-04-12
- Earliest claimed: 2020-05-26
- Assignees: Greenline, LLC
- Applicants: Greenline, LLC
- Inventors: Phillip G. Shackelford; Nick Meurrier
- Web page: https://patentgrep.com/patent/US11297802B2

## CPC

- A01K 29/005: {Monitoring or measuring activity}
- A01K 29/007: {for pets}
- G06Q 40/10: Tax strategies
- A01K: ANIMAL HUSBANDRY; AVICULTURE; APICULTURE; PISCICULTURE; FISHING; REARING OR BREEDING ANIMALS, NOT OTHERWISE PROVIDED FOR; NEW BREEDS OF ANIMALS
- G06Q: INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR

## Abstract

The systems and methods of flexible and customizable wellness program plan for pets through a distribution network connecting pet-owners, manufacturers, clinics and veterinarians, comprising: customizing a wellness plan to include one or more of the following parameters: frequency of services including exams or bloodwork, frequency of products used including vaccinations or preventatives and frequency of payments; customizing payment frequency for veterinarians for services rendered; tracking commissions to manufacturers for products used; tracking profitability for clinics implementing the wellness program; tracking wellness program plan usage by a pet; tracking enrollment and expiry status of a wellness program plan for a pet; dynamically reporting to one or more of the following: manufacturer, clinic, veterinarian or pet-owner.

## Claims

### Claim 1

A non-transient computer-readable media containing a plurality of machine-readable instructions, that when executed result in a method of managing a health wellness program plan for pets through a distribution network connecting pet-owners, manufacturers, clinics and veterinarians, comprising the steps of:
customizing a wellness plan to include one or more of following parameters: frequency of services including exams or bloodwork, frequency of products used including vaccinations or preventatives and frequency of payments;
customizing payment frequency for veterinarians for services rendered;
tracking commissions to manufacturers for products used;
tracking profitability for clinics implementing wellness program;
tracking wellness program plan usage by a pet;
tracking enrollment and expiry status of a wellness program plan for a pet; and
dynamically reporting to one or more of the following: manufacturer, clinic, veterinarian or pet-owner.

### Claim 2 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, further comprising receiving input from a clinic to create wellness program plan.

### Claim 3 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, further comprising: providing pricing based on wellness program plan enrollment status for a period of time.

### Claim 4 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, further comprising: customizing tax rate based on clinic location.

### Claim 5 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, wherein the reporting includes audit reports.

### Claim 6 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, wherein the reporting includes an inventory report for a clinic based on products used in wellness program plan.

### Claim 7 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, wherein reporting includes reporting of services provided for the wellness program plan by a veterinarian at a clinic.

### Claim 8 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, further comprising:
allowing adjustments and corrections through a verified sign-off process.

### Claim 9 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, further comprising:
allowing corrections without requiring re-entry of invoices.

### Claim 10 (depends on 1)

The non-transient computer-readable media containing a plurality of machine-readable instructions of claim 1, further comprising:
providing reminders to pet-owners on upcoming service or product usage.

### Claim 11

A system for managing a customizable wellness program plan for pets through a distribution network connecting pet-owners, manufacturers, clinics and veterinarians, comprising:
a computing device configured to:
customize a wellness plan to include one or more of following parameters:
frequency of services including exams or bloodwork, frequency of products used including vaccinations or preventatives and frequency of payments;
customize payment frequency for veterinarians for services rendered;
track commissions to manufacturers for products used;
track profitability for clinics implementing wellness program;
track wellness program plan usage by a pet;
track enrollment and expiry status of a wellness program plan for a pet; and
dynamically report to one or more of the following: manufacturer, clinic, veterinarian or pet-owner;
a user interface in electronic communication with the computing device for inputting information concerning a pet into the computing device.

### Claim 12 (depends on 11)

The system of claim 11, wherein the computing device is configured to receive input from a clinic to create a wellness program plan.

### Claim 13 (depends on 11)

The system of claim 11, wherein the computing device is configured to provide pricing based on wellness program plan enrollment status for a period of time.

### Claim 14 (depends on 11)

The system of claim 11, the computing device configured to: customize tax rate based on clinic location.

### Claim 15 (depends on 11)

The system of claim 11, wherein the report includes audit reports.

### Claim 16 (depends on 11)

The system of claim 11, wherein the report includes an inventory report for a clinic based on products used in wellness program plan.

### Claim 17 (depends on 11)

The system of claim 11, wherein the report includes report of services provided for the wellness program plan by a veterinarian at a clinic.

### Claim 18 (depends on 11)

The system of claim 11, wherein the computing device configured to:
allow adjustments and corrections through a verified sign-off process.

### Claim 19 (depends on 11)

The system of claim 11, wherein the computing device configured to:
allow corrections without requiring re-entry of invoices.

### Claim 20 (depends on 11)

The system of claim 11, wherein the computing device configured to:
provide reminders to pet-owners on upcoming service or product usage.