Setup Wizard

Learn more about the setup wizard used when you first log in to the Petly Plans application. This wizard will walk you through setting up templates, choosing plan items, configuring plan items and finalizing plan templates.

Overview
The onboarding wizard will assist a practice administrator set up and customize the practice’s Petly Plans application. Exploring the Wizard The Onboardin...
Mon, Feb 13, 2017 at 3:18 PM
Set Up Plan Templates
The Set Up Plan Templates is used to customize species-specific plan templates to fit practice needs. They are used to standardize wellness plan offerings a...
Mon, Feb 13, 2017 at 3:22 PM
Identify WP Items
The Identify WP Items page helps a hospital administrator identify and organize WP items to use with Petly Plans. A search function is available t...
Mon, Feb 13, 2017 at 3:27 PM
Create WP Items
At this point it is necessary to enter the WP items identified in the previous step in the practice management software (PIMS). Petly Plans requires a min...
Mon, Feb 13, 2017 at 3:28 PM
Choose Plan Items
The Choose Plan Items page displays the WP items imported from the practice management.  All WP items are selected by default to indicate each will be u...
Mon, Feb 13, 2017 at 3:29 PM
Configure Plan Items
The Configure Plan Items page is used to set up WP items and assign each to the appropriate template(s). The table on the left shows the total...
Thu, Aug 3, 2017 at 11:36 AM
Plan Pricing & HCA
The Plan Pricing & HCA page is used to specify the monthly fee to charge clients for the use of the selected plan and to enter the standard information...
Mon, Feb 13, 2017 at 3:33 PM
Set Up Complete
The Set Up Complete page is the final stage in the Onboarding Wizard. It lists the steps that have been completed as part of the Onboarding Wizard.  It...
Mon, Feb 13, 2017 at 3:34 PM