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            2026 Integrating Petly Plans and Cornerstone

            Modified on Mon, Jul 6 at 12:59 PM

            Helpdesk Knowledge Base · Petly Plans · Integrations

            Integrating Petly Plans and Cornerstone

            Updated 2026Applies to: Petly Plans · Cornerstone · System IntegrationReading time: ~5 min

            Petly Plans and Cornerstone integrate to allow all wellness plan (WP) codes to be automatically discounted 100% upon invoicing. Watch the training video below or review the steps in this article to set up the integration.

            Super AdminAdmin
            Petly Plans Integration with Cornerstone
            Petly Plans Training Series · 2026
            Click to watch on IDEXX Learn

            Petly Plans Integration with Cornerstone

            Hosted on IDEXX Learn · follow along with the written steps below
            Training VideoWatch now
            Integration portal — field reference

            Regenerate button

            Creates a new token for the third-party application to communicate with Petly Plans. The new token must be provided to the third party to continue communications.

            Revoke button

            Denies the listed third-party application access to Petly Plans data.

            Application

            The name used to identify the third-party application using the listed token to communicate with Petly Plans.

            Token

            The unique token used by the third-party application to access Petly Plans data.

            Last Used

            The last time the token was used to access the application.

            User Role

            This action can only be performed by a Super Admin or Admin user.

            Steps to integrate Petly Plans with Cornerstone
            A
            Generate a token in Petly Plans
            Must be logged in as an Admin or Super Admin
            1
            Log into the hospital portal

            Log in as an Admin or Super Admin.

            2
            Open the menu

            Place the mouse pointer over the menu icon at the top left of the screen.

            3
            Go to Admin > Portal Settings

            Select Admin from the menu, then select Portal Settings.

            4
            Open the Integrations tab

            Locate and click the Integrations tab.

            5
            Generate a new token

            Select Generate New Token.

            6
            Enter Cornerstone as the application name

            In the Third-Party Application box, type Cornerstone. Then click Generate.

            Important:Petly Plans can only integrate with Cornerstone at this time.
            7
            Copy the token

            Select and copy the complete token. You will need to paste this into Cornerstone in the next section.

            B
            Enter the token in Cornerstone
            Complete immediately after generating the token in Petly Plans
            8
            Open Cornerstone

            Open and log into the hospital's Cornerstone software.

            9
            Navigate to Practice settings

            From the top menu bar, select Lists then select Practice from the drop-down.

            10
            Select the practice and open Update

            Select the appropriate practice name and click Update.

            11
            Select Petly Wellness Plan

            Under Login/Password Management, open the Account Information drop-down and select Petly Wellness Plan.

            12
            Paste the token

            Paste the token generated from step 7 into the Hospital Token field.

            13
            Validate and confirm

            Click Validate, then click OK.

            Synchronization timeThe time required for existing plans to populate in Cornerstone depends on the size of the hospital's database and the number of active plans. Newly implemented hospitals average 5–15 minutes. Existing hospitals may take several hours.
            C
            Confirm connectivity in Cornerstone
            Verify the integration is working immediately after setup
            14
            Pull up a patient clipboard

            Locate and open a patient clipboard in Cornerstone.

            15
            Refresh the enrollment status

            Place the mouse pointer directly over the Paw Print - Not Enrolled StatusPaw Print – Not Enrolled Status, right-click, and select Refresh.

            Best practice: For optimal performance, validate the token during implementation while the hospital is in Test Mode. This refresh step must be performed each time a new patient is enrolled in Petly Plans.

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            Integrating Petly Plans and Cornerstone.pdf
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