2026 How to Enroll a Pet in a Plan with Cornerstone
Modified on Mon, Jul 6 at 12:58 PM
How to enroll a pet in a plan with Cornerstone
Enrolling pets in plans is easier than ever with Cornerstone 8.6 NEXT. Follow this step-by-step guide to enroll a pet starting directly from the paw print icon within Cornerstone, through to completing the invoice.
Search by pet name, owner name, or patient ID. For example: Marley, Mary Miller, or 9067-1.
Click the pet's name in the Patient List to open the Patient Information screen.
From the Patient Information screen, click the Not Enrolled paw print icon to launch the Petly Plans enrollment workflow.
Sign in with your Petly Plans credentials when prompted.
In the Add Plan window, confirm the owner name, plan status, and pet species. Then click +Add plan to proceed.
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.
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.
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) | $4.50 |
| Due today | $144.40 |
Click Options and configure any applicable options:
Defaults to today. Can be backdated up to 48 hours if needed.
Enter a positive dollar amount to discount the initial fee for multi-pet households.
Mark this if the pet owner is paying the full plan cost upfront.
Mark this if the enrollment fee is being waived.
Payment.Click +Add A New Payment Method and complete the payment information form.
- 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.
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.
Click Print Agreement and print two copies. The pet owner must initial 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.
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.
Return to the pet's Patient Information tab in Cornerstone.
Right-click directly on the words Not Enrolled and select Refresh to update the plan status in Cornerstone. The plan will now display as active.
Right-click the pet's name from the Patient List and select Invoice to open the invoice screen.
Enter the applicable Wellness Plan (WP) services on the invoice and click the Paw Print Discount button. This verifies the WP codes are part of the plan and that items are available.
Discount button, select the appropriate Petly Plan Member discount, and click OK.Review the total due in the Accounts Receivable window. Cornerstone 8.6 NEXT automatically discounts all WP invoice items at 100% — the total due will only include non-plan items. Click Post to post the invoice and collect the remaining balance.
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