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.

Change all portal settings
Place the mouse pointer over the Menu and select Admin > Portal Settings. The Settings page appears. Type the Address, City, and State of the practice....
Fri, Sep 28, 2018 at 2:03 PM
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 Admin > 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
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
Change the session timeout
  1.  Within the Menu select Admin > Portal Settings. 2.  Click the User tab. 3.  In the Session Timeout field type the number of minutes the applicat...
Fri, Sep 28, 2018 at 2:21 PM
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
Change the admin override password
As an administrator, you can update the admin override password that must be entered when a user with the staff permission level selects a padlocked option ...
Tue, Jan 20, 2015 at 11:29 AM
Changing credit card and eCheck administrative fees
Enter the admin fee to charge clients as part of any card and/or eCheck processed through the application. From the Menu, go to Admin > Portal Settings...
Fri, Sep 28, 2018 at 2:13 PM