Managing Portal Settings

Change general information, the practice logo, notification email addresses, minutes allowed before a session times out, number of allowed log in attempts and the admin override password.

Portal settings overview
The Portal Settings page is divided into eight tabs that include General, Logos, HCA, Payment Gateway, Email, Users, Integrations and Fees. Within the G...
Fri, Nov 2, 2018 at 10:58 AM
Healthcare Agreement Name Customization
Within Petly Plans, use the name of your practice's preventive care program on your Healthcare Agreements in place of 'Petly Plans'. To u...
Wed, Oct 10, 2018 at 4:28 PM
Change practice information
As an administrator, you can update the practice name, address and phone number. This information will display on your practice's Healthcare Agreements...
Fri, Sep 28, 2018 at 1:56 PM
Change the number of rows to view on reports
As an administrator, you can change the default number of rows to display on each report page. Within the Menu select AdminĀ > Portal Settings. Veri...
Wed, Oct 10, 2018 at 4:32 PM
Update the practice logo to display on Healthcare Agreements
As an administrator, you can update the logo that displays on client healthcare agreements. Be sure the logo is a .jpg or .png file and the image is no larg...
Tue, Jan 20, 2015 at 11:19 AM
Automatically Reprocess an Initially Declined Payment
With Petly Plans, you can set up the application to automatically reprocess a declined payment from a pet owner, four days after it was initially declined. ...
Thu, Nov 15, 2018 at 2:13 PM
Update Petly Plans notification email address recipients
As an administrator, you can update the email address(s) that receive notifications about item usage issues and alerts about the Petly Plans application. 1...
Fri, Sep 28, 2018 at 2:21 PM
Administrator: Set Petly Plans to automatically log out when no activity
For security purposes, you can have Petly Plans automatically log a user out of the application if there is inactivity for a certain amount of time. To ...
Fri, Nov 2, 2018 at 10:07 AM
Change the number of allowed login attempts
As an administrator, you have the option of deciding how many log in attempts a staff member is allowed before he or she is automatically locked out of the ...
Tue, Jan 20, 2015 at 11:26 AM
Administrator: Update the admin override password
As an administrator, you can update the admin override password. This password is necessary when a user without proper security, such someone associated...
Fri, Nov 2, 2018 at 10:17 AM