2026 Owner Pre-Approval Application

Modified on Thu, Jul 9 at 2:27 PM

Helpdesk Knowledge Base · Petly Plans · Enrollment & Forms

Owner pre-approval application

Updated 2026Applies to: Petly Plans · Pre-Enrollment · Client FormsReading time: ~1 min

Use this application to pre-approve a client before enrollment to the wellness program. The form is available in both PDF and Word formats — use the Word version if you would like to customize the content for your practice.

PDF

Pre-Approval Application

Petly_Plans_Pre-Approval_Application.pdf · 58.74 KB
DOC

Pre-Approval Application (editable)

Petly_Plans_Pre-Approval_Application.docx · 21.57 KB
A
How to use the pre-approval application
Complete before beginning the enrollment process in Petly Plans

Print the PDF to use as a standard form for clients to complete in the waiting area or at check-in.

Edit the Word version to customize the form with your practice name, logo, or any additional fields specific to your enrollment process.

Collect the completed form from the client and use the information to set up their payment profile and enroll their pet in the appropriate plan.

Retain a copy of the completed application for your practice records alongside the signed Healthcare Agreement.

Tip: Using the pre-approval application before enrollment helps ensure the client has the necessary payment information ready, reducing delays during the enrollment process.

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