Knowledge base

Marketing to Your Pet Owners (14)

How to Enroll a Pet in a Plan (3)

View topics for enrolling pets in plans and managing plans.

Plan Management (7)

Reports (14)

View topics regarding reports.

Training (3)

Administrative Tasks (6)

Payment Management (4)

Tracking Performance (3)

Track practice goals and staff performance using the Performance Tracking feature within the Petly Health Plan Management software application.

Troubleshooting (7)

View tips, tricks and troubleshooting topics.

Frequently Asked Questions (2)

View answer the common questions about the Petly Health Plan Management application.

Document Templates (1)

Find some helpful documents to edit and use.

Setting up your Petly Plans Software (9)

An administrator can set up plan templates, plan items, usage groups and users to customize the Petly Plans software and can also manually synchronize the application with the practice management software at any time.

Cornerstone Integration (1)

Newsletters and Software Updates (2)

Find information about the latest updates to Petly Plans.