FAQs

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

I want to find all plans that had a specific task performed such as a plan cancellation. Where do I find this information?
An administrator or manager can use the Activity Report. Place the mouse pointer over the Menu. Select Reports > Activity Report. Click Bu...
Fri, Jan 23, 2015 at 4:40 PM
If a pet’s plan is currently on hold at the practice, will it display when an outside provider is confirming the pet has an active plan?
No, if a plan is on hold within the practice’s Petly Plans application, the plan will not be available when an outside provider verifies the pet has an...
Wed, May 13, 2015 at 10:50 AM
I am no longer receiving email notifications about item usage. Why is that?
Verify the email is listed within the Petly Plans application by logging in as an administrator, placing the mouse pointer over the Menu and selecting Adm...
Wed, May 13, 2015 at 10:50 AM
Will Petly Plans reprocess a declined payment for a plan on hold?
Yes. If the application is set up to automatically reprocess initially declined payments 4 days later, Petly Plans will automatically reprocess that payment...
Tue, Feb 26, 2019 at 12:06 PM
Which payment profile will Petly Plans use to automatically reprocess an initially declined payment?
If your application is set up to automatically reprocess an initially declined payment 4 days later, the payment profile currently set as the default paymen...
Tue, Feb 26, 2019 at 12:09 PM