Manage Plan Items

During synchronization, the IDEXX Petly Plans application searches the practice management software (PiMS) database for any plan item. Once found, the item(s) is imported. In this section, find step-by-step instructions that explain how to edit, deactivate and reactivate plan items.

Plan item overview
  During item synchronization, the IDEXX Petly Plans application searches the practice management software (PiMS) database for any item ID that sta...
Tue, May 12, 2015 at 3:30 PM
Edit a plan item
Plan items are imported from the practice management software (PiMS) during synchronization. To make changes to these synced items, do the following: ...
Mon, Jan 19, 2015 at 4:55 PM
Deactivate a plan item
Inactivate or delete the item within the practice management software (PIMS) if necessary. Within Petly Plans, go to Admin > Wellness Plan Items to dis...
Fri, Sep 28, 2018 at 1:33 PM
Reactivate a plan item
Place the mouse pointer over the Menu and select Admin > Wellness Plan Items to display the Wellness Plan Items page. Click the View Deactivated It...
Tue, May 12, 2015 at 3:31 PM