Within Petly Plans, use the name of your practice's preventive care program on your Healthcare Agreements in place of 'Petly Plans'.
To update the name displayed on future Healthcare Agreements:
- Log into Petly Plans as an administrator.
- From the menu, go to Admin > Portal Settings.
- Click the HCA tab.
- In the HCA Name field, type the name of your preventive care plan program.
- Click Save.
The next time your staff creates a new Healthcare Agreement through the Add Plan, Change Plan or Configure Renewal Plan process, your program name will display anywhere 'Petly Plans' previously appeared.