A Function bar displays at the top of the screen when logged in to the application. This is used to navigate to different areas and to perform a search for clients or pets.
Function bar options:
Quick Sync link
Manually update the IDEXX Petly Plans database with information from the practice management software (PIMS) including clients and pets added or updated within the last thirty days.
Basic Search function
Find a client or pet.
Advanced Search button
Narrow search results further by entering additional filters such as a pet status, plan status, plan start date, and/or plan end date. You can also include clients without active pets in Petly Plans in the search results.