Knowledge base

Marketing to Your Pet Owners (14)

Order Form

Ideas to Promote Your Plans (5)

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Social Media Posts and Images (15)

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Two Weeks Prior to Launch (3)

One Week Prior to Launch (4)

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How to Enroll a Pet in a Plan (3)

View topics for enrolling pets in plans and managing plans.

How to Enroll - Cornerstone Users (2)

How to Enroll (1)

How to Enroll a Pet in a Plan

Pet Owner FAQ's (2)

Plan Management (6)

Cancel a Plan (2)

Change a Plan (2)

Manage Plan Holds (2)

Manage Plans (10)

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Manage the Upcoming Renewal Plan (5)

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Making Pricing Updates to Plan Templates (2)

Reports (14)

View topics regarding reports.

Reconciliation (1)

Reporting and Payment Reconciliation Guide

Payments Reports (5)

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Transaction Settlement Statement (1)

Access the Transaction Settlement Statement

Hospital Fees Report (3)

Transactions Reports (6)

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Plan Item Data Report (5)

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Plan Item Usage History Report (5)

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Item Usage Summary Report (1)

View usage for plans ending in a specific date range

Wellness Plans Report (6)

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Plans by Type Report (1)

View specific wellness plans by type

Credit Card Expirations Report (5)

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Points Report (2)

Activity Report (2)

Training (3)

Administrator Training (18)

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Staff Training (5)

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Videos on the IDEXX Learning Center (15)

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Administrative Tasks (6)

Weekly Tasks (1)

Weekly Management of Improper Item Usage and Overdue Payments

Before Collecting Payments (1)

Administrator Checklist: Proactively Reduce Payment Collection Issues

Manage Past Due Payments (1)

Administrator Checklist: Handle Overdue Payments

Manage Plan Item Usages (4)

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Manage Petly Plans Users (6)

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General Administration (3)

Payment Management (4)

How to Manage Payments (8)

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Keep Payment Profiles Up-To-Date (6)

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How to Manage Payment Collections (10)

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Setup for Successful Payment Collection (6)

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Tracking Performance (3)

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

Performance Tracking Overview (2)

Manage Goals (7)

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Manage Performance Actions (4)

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Troubleshooting (7)

View tips, tricks and troubleshooting topics.

Clients and Patients (3)

Client Collections (1)

Collections Recommendations

Authorize.Net (7)

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Using the HelpDesk (5)

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Manage Your User Account (1)

Manage my user profile

Sync Information (1)

Sync Information using IDEXX DataPoint

Frequently Asked Questions (2)

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

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Internet Browser for Petly Plans (5)

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Document Templates (1)

Find some helpful documents to edit and use.

Document Templates (7)

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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.

Access the Dashboard

Log in and out (2)

Explore the Software (5)

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Manage Usage Groups (5)

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Manage Plan Items (4)

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Manage Plan Templates (5)

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Managing Users (2)

Managing Portal Settings (10)

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Syncs & Automation (1)

Synchronize and Automate Overview

Cornerstone Integration (1)

Petly Plans and Cornerstone Setup (5)

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Newsletters and Software Updates (2)

Find information about the latest updates to Petly Plans.

Newsletters and Supporting Info (9)

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Software Updates (2)