Summary

Understand the different roles available within Petly Plans and which role has access to what area within the application.

 

Things to Know

  • Permissions are based on the role selected for a user within Admin > Users.
  • Log in information is used to track user actions within the Petly Plans application. 
  • Only an Administrator can assign a role to a Petly Plans user.

 

Petly Plans Roles and Areas of Access

Area

Feature

Role

Admin

Manager

Staff

Onboarding Wizard

 

 

X

 

 

Dashboard

 

 

X

X

X

General

  • Search for and select a client or pet
  • Quick sync of clients and pets

X

X

X

User name menu option

  • Self-service update of user profiles
  • Access the Help desk
  • Log out

X

X

X

Reports menu option

  • Credit Card Expiration Reports
  • Payments Reports
  • Plan Item Data Reports
  • Plan Item User History Reports
  • Points Reports
  • Transactions Report
  • Wellness Plan Reports
  • Plans by Type Report
  • Usage Summary Report
  • Accounting report (if available)

X

X

 

  • Activity report
  • Transaction Settlement Statement
  • Hospital Fees report
  • Potential Payment Issues report

X

 

 

Admin menu option

  • Wellness Plan Templates
  • Wellness Plan Items
  • Usage Groups
  • Users
  • Portal Settings
  • Syncs and Automation

X

 

 

Performance menu option

  • Set staff and practice goals
  • Manage points
  • Monitor performance

 

 

 

Client Summary Page


 


 

  • Enroll a pet in a plan with an option to give a multi pet discount
  • View plan information including items, usage history, payments, fees and notes
  • Select an item for usage
  • Add notes for internal staff awareness

X

X

X

  • Print a healthcare agreement
  • Mark a plan paid in full, waive the initial fee, skip adding a payment method, or not electronically charging the client the initial payment when adding a plan.
  • Mark an existing renewal plan paid in full and vice versa
  • Add payment profiles
  • Change plans
  • Cancel plans
  • Manually configure renewals
  • Activate renewal plans
  • Put plans on hold and remove holds
  • Choose a different payment method
  • Mark a payment paid externally

X

X

 

  • Manage and delete payment profiles
  • Merge a client record
  • Merge a pet record
  • Manage and delete items
  • Delete usage history
  • Deselect the Auto Charge option in the Payments tab
  • Create a supplemental payment
  • Charge payments and charge remaining payments
  • Edit or delete notes
  • View the activity log

X

 

 

 

Other Helpful Resources