Getting Started| Client Summary Page overview

Modified on Tue, Jul 21 at 8:56 AM

The Client Summary Page is the main screen used to manage wellness plans in Petly Plans. Client and pet information imported from your practice management software (PiMS) displays in the top portion of the page. Wellness plan information for the selected pet displays in the bottom portion.

If any client or pet information is incorrect, update it in your PiMS and perform a sync within Petly Plans.

Page sections

Client information

Imported from your PiMS during synchronization

The client information area displays the following fields:

Client ID

First name

Last name

Home address

Email address (if available)

Patient information

Imported from your PiMS during synchronization

The patient information area displays up to six tabs, each showing a pet's name, photo (if available), and current plan status. If a pet is not on a plan, No Active Plan displays. If there are more than six pets, a + icon appears on the right — click it to select a different pet.

The selected pet's information includes:

Pet ID

Name

Microchip ID

Species

Sex

Birth date

Status

Member since date

Note: For plans on hold, the system stops automatically billing the client; Petly Fees for the practice still apply.

Plan information

Used to add and manage plans for the selected pet

The plan information area displays the name and status of the selected plan. If the pet does not have an active plan, an Add Plan button displays.

Plan statuses

Status	Description
In Progress	The plan is currently active.
On Hold	The plan has been halted temporarily.
Canceled	The plan has been discontinued or the client did not renew once the end date was reached.
Completed	The term of the plan is finished and a renewal plan has been activated.

Renewal plan statuses

Status	Description
Auto Renewal	The next term's plan was automatically generated two months before the current plan end date, based on the current plan's master template.
Manual Renewal	The next term's plan was configured manually by an Administrator or Manager instead of being automatically generated.

Renewal setting

Setting	Description
Auto Renewal	The next term's plan will be automatically generated.
Manual Renewal	The next term's plan was manually configured by management.
Do Not Renew	The plan will not be renewed once the current plan is completed.

The All Other Plans tab shows all plans for the selected pet. Click the View link next to any plan to display its details in the first tab.

⚙️

Client Summary Page options

Menus, links, and actions available on this page

Client Administration menu — Administrators can merge old client accounts to new ones if a PiMS client ID has changed. Administrators and Managers can add, change, or remove a payment method for the selected client.

Merge Pet — Administrators can merge an old pet account to a new pet account for the selected client.

Healthcare Agreement link — Access an unsigned version of the client contract for the currently selected plan.

Plan Administration menu — Change a plan, cancel a plan, configure a renewal, set a plan to not renew, activate a renewal plan, put a plan on hold, or convert between monthly and paid-in-full payment options.

Plan tabs

Available in the plan information area for the selected pet

Items

View and manage items associated with the currently selected plan.

Usage History

View items that were marked as used for the currently selected plan.

Payment Profile

View information about the client's bank accounts, credit cards, and/or debit cards.

Payments

Manage payments associated with the plan.

Fees

View pricing information for the plan.

Notes

View and manage additional details about the plan entered by staff.

Activity Log

View all actions performed for the plan.