FAQs (35)

Some answers are based on practice policy and may vary based on individual hospital protocols. Refer to your hospital's policies when necessary.

A client is exchanging a service for one not currently on the plan. How do I handle this in the application?

Modified on Tue, May 12, 2015 at 4:59 PM
If a client would like to change a plan for the next year and use services early, how should this be done?

Modified on Thu, Apr 2, 2015 at 12:18 PM
Does the Petly Plans application recognize a saved invoice?

Modified on Tue, May 12, 2015 at 5:00 PM
If a client account is inactivated in the PIMS, will the plan(s) associated with that account be inactivated within the Petly Plans application as well?

Modified on Mon, Jul 31, 2017 at 11:54 AM
What happens to an active plan when pet ownership changes?

Modified on Wed, May 13, 2015 at 10:44 AM
A client is moving and unable to renew a plan. The pet is eligible for plan items. However, the final appointment is scheduled after the plan is completed. How do I reconcile this in the Petly Plans application?

Modified on Wed, May 13, 2015 at 10:45 AM
Will a plan automatically be cancelled if a pet is marked Deceased in the PiMS?

Modified on Tue, Feb 5, 2019 at 10:33 AM
If I inactivate an item within the PIMS, what must I do in the Petly Plans application?

Modified on Mon, Jul 31, 2017 at 11:53 AM
A client changes their mind right after a plan is added for a pet and the initial payment is processed. What should I do?

Modified on Wed, May 13, 2015 at 10:49 AM
How do I find out when a task, such as an item deletion or item usage, was performed for a plan?

Modified on Thu, Apr 2, 2015 at 12:21 PM