Staff Training

1. IDEXX Petly Plans Overview and Training Introduction
IDEXX Petly Plans Overview and Training Introduction This short video introduces the concept of IDEXX Petly Plans to all staff members and reviews training...
Thu, Jan 31, 2019 at 2:50 PM
2. Dashboard Overview
 Dashboard Overview This snippet reviews the dashboard, which is the main screen once you log into IDEXX Petly Plans.    
Thu, Jan 31, 2019 at 2:50 PM
3. Search for Clients and Patients
Search for Clients and Patients This snippet reviews the ways that you can search for clients and patients within IDEXX Petly Plans.
Fri, Mar 30, 2018 at 8:57 AM
4. Enroll a Pet
Enroll a Pet This snippet and the attached instructional document review the steps for enrolling a pet in an IDEXX Petly Plan.       
Thu, Jan 31, 2019 at 1:08 PM
5. View a Plan
View a Plan This snippet shows you how to view an in-progress plan within IDEXX Petly Plans.     
Thu, Jan 31, 2019 at 2:51 PM
6. Change an In-Progress Plan
Change an In-Progress Plan This snippet shows you the steps and options for changing an in-progress plan within IDEXX Petly Plans.     
Thu, Jan 31, 2019 at 2:51 PM
7. Configure a Plan Renewal
Configure a Plan Renewal This snippet reviews the process for configuring plan renewals within IDEXX Petly Plans.    
Thu, Jan 31, 2019 at 2:51 PM
8. View Transaction Details
View Transaction Details This snippet shows you where and how to access transaction details within IDEXX Petly Plans.  
Thu, Jan 31, 2019 at 2:52 PM
9. Follow up on a Declined Payment
Follow up on a Declined Payment This snippet reviews the process for following up on outstanding payments in IDEXX Petly Plans.     
Thu, Jan 31, 2019 at 2:52 PM
10. Cancel a Plan
Cancel a Plan This snippet reviews how to cancel an in-progress plan within IDEXX Petly Plans.
Thu, Apr 27, 2017 at 11:02 AM