Managing Wellness Plans

Find solutions for available functions within the Client Summary Page and Plan Administration functions.

View a different plan for a pet
A pet may have multiple associated plans but only one can be in progress. If you would like to view different plan information for a pet, do the following: ...
Tue, Jan 20, 2015 at 1:30 PM
Print a healthcare agreement
One or more healthcare agreements can be associated with a specific plan. To view an unsigned copy of a healthcare agreement do the following: Within t...
Mon, Nov 19, 2018 at 3:29 PM
Select items to use for the current appointment
Staff can use the Select button to indicate which item(s) will be used that day as part of the pet’s appointment. If an item with instructions is selected,...
Tue, May 12, 2015 at 3:51 PM
Sync Practice Information using DataPoint
Sync clients, pets, WP items and item usages to Petly Plans if using the IDEXX DataPoint agent.   Portal Settings Syncs & Automation Access: Admin &...
Mon, Jul 13, 2020 at 11:36 AM
Delete an item from a plan
Administrators can permanently remove an item from a plan. One reason this may be necessary is if an item NOT already on the plan will be replacing a p...
Tue, Feb 5, 2019 at 10:35 AM
Mark an item unavailable for use
An administrator can mark an item as unavailable for use. This may be useful if, for example, the pet is past the age at which the item can be used. ...
Tue, Jan 20, 2015 at 3:12 PM
Change an unavailable item to available
If an item is marked unavailable within the Items tab using the admin function, it can be changed back to available if an administrator chooses to do so. ...
Tue, Jan 20, 2015 at 3:15 PM
Add a note
The NOTES tab can be used by managers and administrators to enter additional details regarding a plan. For example, a note may be added to trac...
Wed, Jan 21, 2015 at 10:16 AM
Change a note
An administrator can update an existing note within the Notes tab within the Client Summary Page if needed. Within the Client Summary page, verify ...
Wed, Jan 21, 2015 at 10:27 AM
Delete a note
An administrator can delete a note if it no longer pertains to the plan. Within the Client Summary page, verify the correct pet and wellness plan d...
Wed, Jan 21, 2015 at 12:55 PM