Manage Plan Item Usages

Remove Invalid Item Usage from Plan History
Summary Remove an item usage from plan history if it is incorrect.   When Item was posted on an invoice by mistake. Posted invoice was voided. Item w...
Tue, Mar 10, 2020 at 2:18 PM
Manually Mark an Item Used Without Invoicing
Summary Manually deplete the quantity used of an item through the Petly Plans application if it will not be invoiced within your practice management softwa...
Mon, Mar 9, 2020 at 11:55 AM
Review Unmatched Usage to Approve or Correct
Summary Acknowledge an item, used but not part of the pet’s plan, is approved by marking it as addressed to indicate it should not be removed from item usa...
Tue, Mar 10, 2020 at 11:17 AM
Review Item Over Usage to Approve or Correct
Summary Acknowledge the quantity of an item, which exceeds the number allowed with the plan, is approved by marking it as addressed. This indicates the qua...
Tue, Mar 10, 2020 at 10:56 AM