Managing Wellness Plans

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

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
View the activity log for a plan
The ACTIVITY LOG tab tracks actions for a plan such as when it was added, when an item was manually marked used, any plan administration activities or payme...
Wed, Jan 21, 2015 at 2:27 PM
How to Make Changes to an In-Progress Plan
Use this step by step guide to help you make changes to an existing plan. Once you’re logged into the Petly* Plans software and are on the client summary p...
Tue, May 8, 2018 at 9:33 AM
Cancel a plan
An administrator or manager can cancel a plan at any time. To do this: IMPORTANT: If you do not wish to use Petly Plans to collect past unpaid payments ...
Wed, Sep 13, 2017 at 2:20 PM
Stop a plan renewal
The Do Not Renew option is used to stop a preventative care plan from renewing once the current plan reaches the end of its term. This is generally used if ...
Wed, Jan 21, 2015 at 3:02 PM
Enable an automatic renewal
A renewal status Do Not Renew indicates a new plan will not start once the current plan reaches the end of its term. This renewal status can be changed to A...
Wed, Jan 21, 2015 at 3:07 PM
Put a plan on hold
If, for example, there are financial issues with a client or a plan is being reviewed for cancellation, a manager or administrator can put a preventative ca...
Wed, Jan 21, 2015 at 3:55 PM
Remove a plan hold
If a plan is currently on hold, an administrator or manager can remove the hold so the pet can continue the plan. 1.    Within the Client Summa...
Wed, Jan 21, 2015 at 4:02 PM