What do I do if a plan was added under the wrong pet?

Modified on Thu, Apr 2, 2015 at 12:17 PM

An administrator will need to cancel the plan associated with the wrong pet and add it for the right pet. If services were marked used on the incorrect plan, make a list of the items and dates used. Once the plan is added for the right pet, manually mark these items used with the correct dates within the Items tab of the Client Summary Page.

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