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 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
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
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
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
Change the multi-pet discount
The practice can discount the initial enrollment fee that is applied the first time a pet signs up for a plan. This is generally used when a client signs up...
Fri, Sep 28, 2018 at 2:09 PM
View Hospital Recurring Fees Charged
 View the current monthly and enrollment fees collected from the hospital each month. From the menu, go to Admin > Portal Settings. Click the Fees ...
Fri, Sep 28, 2018 at 2:04 PM