2026 Training Video | How to enroll a pet in a plan

Modified on Mon, Jun 29 at 5:11 PM

Use this step-by-step guide alongside the training video below to enroll a pet into a Petly Plans preventive care plan. Watch the video first, then use the written steps below as a reference.

Enroll a Pet in Petly Plans

Petly Plans Training Series · 2026

Click to watch on IDEXX Learn

Enroll a Pet in Petly Plans

Hosted on IDEXX Learn · follow along with the written steps below

Training VideoWatch now

Plan status indicators

Green dot under the pet's name indicates the pet is currently enrolled in an active plan.

Red dot under the pet's name indicates a cancelled plan or on-hold status. The pet is not eligible to use plan services.

Follow-along steps

Find the pet and select a plan

Search by pet name, owner name, or patient ID

Find and select the pet

Search for the pet

Search by pet name, owner name, or patient ID number. For example: Spike, Troy Bankston, or 21593-3.

Select the correct pet and owner combination

Confirm the pet species, breed, plan status, and owner name. Then click +Add plan.

Review and select the best plan

Click Base Items on any plan to expand a comparison list of included services. Select the plan that most closely meets the pet's needs and click the green button for that plan.

Tip:Additional services can be added in the next step.

Customize the plan

Click +Add to include an additional service and adjust the quantity as needed. Click x Remove to remove a service. All selected items are calculated into the fees automatically.

Tip:Choose items based on the best medical interest of the animal.

Review fees and set plan options

Review all costs with the pet owner before proceeding

Review the plan fees with the pet owner

Review the fees in the header ribbon at the top of the page:

Fee type	Example amount
Initial (enrollment) fee — one-time	$99.95
Monthly plan fee	$39.95
Added items (monthly)	$3.25
Due today	$143.15

Note:All subsequent months will only include the monthly fee plus added services. The Payment Information section on the Review page outlines each payment and processing date.

Set plan options and click Payment

Click Options and configure any applicable options:

Start date

Defaults to today. Can be backdated if needed.

Multi-pet discount

Enter a positive dollar amount to discount the initial fee for multi-pet households.

Paid in full

Mark this if the pet owner is paying the full plan cost upfront.

Waive initial fee

Mark this if the enrollment fee is being waived.

Note:Staff access users may require an administrator override for certain options. After selecting all options, click Payment.

Add payment method and complete enrollment

Collect payment information and finalize the plan

Add a payment method

Click +Add A New Payment Method and complete the payment information form.

Recommended: Collect two forms of unique payment

The primary payment method should be achecking account (ACH draft). ACH requires a voided check on file with the signed healthcare agreement.
If a debit or credit card is used as the primary method, your practice may charge a processing fee.
AnAVS Mismatchbox may appear if the entered address does not match — ask the pet owner where their card or bank statement is mailed.
Your practice settings determine which credit card types are accepted.
The fields for Company, Country, Phone, and Fax can be left blank.

Review and complete the plan

Click Review. Go through each section with the pet owner to confirm accuracy and ensure they understand the plan and payment details. Click Complete to finalize.

Print and sign the Healthcare Agreement

Required — must be completed before the pet owner leaves

Print two copies and review with the pet owner

Click Print Agreement and print two copies. The pet owner mustinitial page 1 and sections 3 and 4 on page 2, then sign. Review these key points before signing:

This is not health insurance or property insurance.

There is a nonrefundable membership fee.

The plan will automatically renew each year.

Items are administered based on the best medical interest of the animal.

Payment is drafted on the 20th of every month.

Cancellation requires written notice 30 days in advance.

If cancelled before year end, the pet owner is responsible for the full cost of any services performed but not yet covered by payments made.

File the signed agreement

Keep a signed copy of the healthcare agreement onsite at the practice for a minimum of two years. Your management team will advise where to store the contracts.

Attachments (1)

pdf

How to Enroll a Pet in a Plan.pdf
1.28 MB

2026 Training Video | How to enroll a pet in a plan

Training video: How to enroll a pet in a plan