Search for a Deceased Pet to Cancel a Plan

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 20^th 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.

Other Helpful Resources

• Cancel a Payment
• Cancel a Plan