2026 How to change an in progress plan

Modified on Mon, Jun 29 at 3:46 PM

Use this guide to update a currently in-progress plan or change the type of plan for the current term. This includes adding, removing, or adjusting the quantity of items, or upgrading to a different plan type.

AdministratorManager

When to change a plan

You want to add, remove, or change the quantity of an item to fit current patient needs.

The client would like to upgrade their current plan.

Things to know before you begin

Plan start date

The start date of the plan does not change when a plan change is made. Changes apply to the current term only and can be made until a renewal plan is configured.

Plan change options

Option 1

Same plan type

Keep the client on the same plan but add, remove, or adjust quantities of added items. Base items cannot be removed or adjusted.

Option 2

Different plan type

Move the client to a different type of plan for the current term.

Cost difference handling

If you choose to apply the cost difference to future monthly payments, additional costs from adding items or upgrading will be:

Monthly payments: Divided evenly among remaining plan payments and added to the monthly balance.
Paid in full: Totaled into one additional payment that must be manually charged.

If you choose NOT to apply the cost difference, Petly Plans will not calculate additional costs for payments already made and will divide the cost difference as if spread over 12 months. To collect balances for months already paid, you must manually calculate and either charge outside Petly Plans or add a Supplemental payment.

When not to change a plan

Do not change a plan if:

You are removing items or downgrading to a lower-cost plan and the client hasalready paid morethan the adjusted total plan cost would be. Plan payments will not be adjusted to $0.00 owed.

Warning — the plan change process must be completed once started. If you move past the warning message and decide not to proceed, continue through the process without making any changes. If you exit without completing the process, follow the Plan Changing Status: Revert to the Original Plan instructions.

Steps to change an in-progress plan

Find the plan and initiate the change

Complete these steps before choosing a plan type

Find the pet

Search for the pet whose in-progress plan you want to change.

Open the plan

Click View Plan in the Search Results page.

Open Change Plan

Within the Client Summary page, go to Plan Administration then click Change Plan.

Apply cost difference Highly recommended

Place a check mark in the Apply cost difference to future monthly payments checkbox if additional costs should be divided among the remaining payments for the plan.

Select the plan change type

Click one of the following:

Same Plan Type — if the pet will remain on the same plan with adjustments to added items.
Different Plan Type — if the pet will be moved to a different type of plan.

Confirm the plan change

Once you have confirmed the plan must be changed, click Continue With Plan Change.

Warning:Once you pass this point, the plan change process must be completed. If you exit without finishing, follow thePlan Changing Status: Revert to the Original Planinstructions.

Select plan and adjust items

Steps vary slightly depending on whether you selected Same Plan Type or Different Plan Type

If changing to a different plan type

Choose the new plan Different plan type only

On the Plan Change – Choose a Wellness Plan page, optionally click Base Items to review the standard items in each plan. Click the green plan type button to select the appropriate plan and move to the next step.

Adjust added items — applies to both plan types

Add, remove, or adjust items

On the Plan Change – Add Additional Items page, make any needed adjustments:

Click Add in the Available Items area to include an additional item.
Click Remove to the right of an item in the Added Items area to remove it.
In the Quantity field, type a different quantity for any added item.

Note:Base items cannot be removed or have their quantities adjusted.

Click Options

Once item adjustments are complete, click Options.

Review, complete, and print

Verify all changes before finalizing

Add notes and review

Add notes optional

On the Plan Change – Options page, type any additional information staff should be aware of in the Notes field. Click Review.

Verify the changes

On the Plan Change – Review & Complete page, verify all changes made to the plan are accurate.

Click Complete Plan Change

Click Complete Plan Change to finalize.

If using Performance Tracking:From the drop-down list, choose the staff member to receive credit for the plan change, or leave blank if no credit will be assigned. Then click Complete Plan Change.

Print updated Healthcare Agreement

Print the updated Healthcare Agreement optional

On the Client Summary page, click the Healthcare Agreement link. Click View to the right of the latest contract. Print the agreement and close the browser tab to return to the Client Summary page. Click Close when prompted.

Other helpful resources

Manually charge a payment Plan changing status: Revert to the original plan Add a supplemental payment

2026 How to change an in progress plan

How to change an in-progress plan

Plan start date

Plan change options

Cost difference handling

When not to change a plan