Summary

Search for plans put on hold because a pet was marked Deceased in the practice management software.

 

When

  • Anytime a pet with an active plan has passed away

 

Permission Level

  • Administrator
  • Manager
  • Staff (Search only)


Things to Know

  • An active plan is automatically put on hold during nightly updates if a pet had been marked Deceased in the practice management software.
  • It is important to cancel the associated plan and any overdue payments to ensure IDEXX fees no longer apply.
  • View the Potential Payment Issues report before the 20th of each month to identify plans on hold for deceased pets that need to be cancelled.

 

Steps

  1. Within the Search field, click Advanced.
  2. From the Pet Status drop-down list, select Inactive.
  3. In the Search field, type the name of the pet.
  4. Click view to the right of the plan to cancel.
  5. Optional: Click Plan Administration > Cancel Plan > Complete the cancel plan process.
  6. Optional: Click the Payments tab > Click Cancel to the right of any payment that will not be collected > Complete the cancel payment process.

 

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