Plan Item Usage History Report

Usage relates to invoicing in the PiMS. When the Petly Plans application syncs with the PiMS or items are manually updated in the application, usage is updated.

Plan item usage history report overview
  The Plan Item Usage History Report page has links to several preset reports and an option to build a custom report. The preset reports help an admini...
Tue, May 12, 2015 at 4:14 PM
View a preset plan item usage history report
An administrator or manager can view pre-designed payment reports by doing the following: Place the mouse pointer over the Menu and select Reports &...
Fri, Jan 23, 2015 at 10:54 AM
Edit preset plan item usage history report filters
When viewing a pre-designed plan item usage history report, an administrator or manager can change the filters to view different information on the rep...
Fri, Jan 23, 2015 at 11:06 AM
Create an item usage history report using filters
If a preset report doesn't fit your needs, you can create a payments report using the advanced filters. Place the mouse pointer over the Menu an...
Fri, Jan 23, 2015 at 11:09 AM
View the plan associated with a plan item usage
An administrator or manager can view the plan associated with a specific item usage within a plan item usage history report. When viewing a plan item ...
Fri, Jan 23, 2015 at 11:17 AM
Mark unmatched item usage as addressed
At times a preventative care item is invoiced for a pet and isn't actually on the pet's plan. An administrator or manager can address an unmatched...
Fri, Jan 23, 2015 at 11:29 AM