Administrator Training

This short video reviews the steps that are involved in the implementation and training for IDEXX Petly Plans.

1. Getting Started with IDEXX Petly Plans
Getting Started with IDEXX Petly Plans This short video reviews the steps that are involved in the implementation and training for IDEXX Petly Plans.  ...
Fri, Apr 21, 2017 at 1:02 PM
2. IDEXX Petly Plans Administrator Training
IDEXX Petly Plans Administrator Training This short video introduces the concept of IDEXX Petly Plans to all staff members and reviews training materia...
Tue, Mar 27, 2018 at 10:41 AM
3. Tips for Doctor Production Pay with Preventive Care Plans
 View information for production pay.
Tue, Apr 26, 2016 at 10:02 AM
4. Invoicing within your PIMS
Invoicing within your PIMS This snippet reviews the different options that are available for handling balance due for Petly Plans items. Recommended ...
Mon, Nov 5, 2018 at 12:44 PM
5. Setting up WP Codes in your PIMS
Setting up WP Codes in your PIMS This snippet reviews the process for setting up WP Codes in your PIMS. We use Cornerstone in this example, but the princi...
Thu, Apr 26, 2018 at 11:16 AM
6. Setting up Petly Plans Groups in Cornerstone
Setting up Petly Plans Groups in Cornerstone This snippet explores scenarios where you can use Groups within Cornerstone to minimize the number of WP ite...
Fri, Mar 30, 2018 at 8:53 AM
7. Staff Goals and Incentives
Learn how to establish, track, and reward staff for goals tied to IDEXX Petly Plans: Staff Goals and Incentives          
Fri, Mar 30, 2018 at 8:54 AM
8. ABCs of Marketing Preventative Care Plans with Wendy Myers
View the attached document to "Find out how an inspired team creates a flawless client experience through training and sample talk tracks. In additio...
Tue, Jun 28, 2016 at 12:53 PM
9. Staff Scripts
 Learn how to navigate conversations with new puppy and kitten owners about Petly Plans and your practice's preventive care/wellness program. A Micros...
Fri, Jun 29, 2018 at 11:08 AM
Pet Owner Frequently Asked Questions
Here's a list of some of the common questions practices have told us they hear from pet owners. Customize these FAQs for your pet owners using the Word...
Wed, Jun 27, 2018 at 3:34 PM