Weekly Management of Improper Item Usage and Overdue Payments

Summary

Review items used throughout the week to ensure accuracy and manage overdue payments to ensure there is no missed billing.

This includes:

• Reviewing items usages that exceed the quantity allowed with a plan for approval or correction.
• Reviewing items usages that are not included on a plan for approval or correction.
• Collecting or cancelling overdue payments.
• Ensuring payments profiles and plans for future payments are up-to-date to reduce billing issues.

When

• A minimum of 1 time each week

Permission Level

• Administrator
• Manager:
  • View item data, item history and payment reports.
  • Mark an overused item or unmatched item is addressed

Terminology

• Over Usage: An item included on an active plan but the quantity exceeds the number allowed with the plan. This is shown as a negative value in the Items Remaining field within the Client Summary page Items tab.
• Unmatched Usage: An item was used but is not included in the current active plan.
• Outstanding Payments: Payment is past the collection due date and has yet to be paid.
• Potential Payment Issue: A payment profile or plan that must be updated to ensure monthly payments are automatically charged on the payment due date.

Things to Know

• Petly Plans has numerous emails sent to designated email addresses with important information about the product including:
  • Payment collection issue
  • Item usage discrepancies
  • Issues with payment profiles (Authorize.Net^® Account Updater users only)
  • Payments processed for plans set to pay in full on the plan start date.
• There are several reports you can check:
  • The Outstanding Payments report is an easy way to view and address past due payments.
  • The Unaddressed Item Over Usage report is an easy way to view and address items that were marked used but exceed the quantity allowed with the plan.
  • The Unaddressed and Unmatched Item Usage report will show you any item that was posted on an invoice but not part of an active plan.
• If an item is unmatched and does not show a patient, the pet does not have an active plan.
• If a plan is on hold or has a plan changing status and an item is invoiced, the information is not updated in Petly Plans. These usages must be manually updated in the Petly Plans application.

Steps

Other Helpful Resources

• Add a Payment Profile
• Manually Charge a Payment(s)
• Update a Payment Profile
• Update Administrator Email Address(s) to Receive Petly Plans Notifications