Training Video| Setting up WP Codes in your PIMS

Modified on Tue, Aug 4 at 8:31 AM

This video reviews the process for setting up WP codes in your practice management software (PIMS). Cornerstone is used as the example, but the principle applies to any PIMS.

Setting up WP Codes in Your PIMS

Petly Plans Training Series · 2026

Click to watch on IDEXX Learn

Setting up WP Codes in Your PIMS

Hosted on IDEXX Learn · Applies to Cornerstone, AVImark, and other PIMS

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What this video covers

This snippet walks through how to create and configure WP codes in your PIMS so that wellness plan services are correctly linked and automatically discounted when invoicing Petly Plans members. While Cornerstone is used as the demonstration platform, the same principles apply to AVImark and other supported practice management systems.

NoteWP codes must be set up in your PIMS before you can invoice wellness plan services for enrolled pets. Complete this step during initial setup or whenever new plan items are added.

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Training Video| Setting up WP Codes in your PIMS

Training video: Setting up WP codes in your PIMS

What this video covers