What are the benefits of preventive care plans for my practice?
- Enhanced overall standard of care through consistent recommendations and protocols
- Increased client loyalty
- Improved compliance on recommended services and products
- Improved revenue consistency throughout the year
What are the benefits of preventive care plans for my clients and patients?
- Consistent, quality pet care for a longer and healthier life
- Affordable monthly payment options
- Early detection of potential disease or illness – which can also reduce the need for more expensive treatments
How are preventive care plans different from insurance?
Preventive care plans improve access to high-quality care by allowing pet owners to pay a fixed monthly fee for pre-determined preventive care services. Pet insurance, on the other hand, is intended to offset the cost of care for unexpected injuries, illnesses and emergencies. Pet insurance premiums typically do not apply to preventive care coverage.
About the Product
What is IDEXX Petly Plans?
Petly Plans is an online software solution that enables your practice to automate, manage and monitor a range of monthly payment preventive care plans.
Are the plans customizable?
Yes, you have the option and are encouraged to create a program specific to your practice. Plus, plans can easily be personalized to your patients.
What practice management software is compatible with Petly Plans?
Cornerstone, DVMAX, AVImark, Infinity, Intravet and ClienTrax
What are the minimum system requirements for using Petly Plans?
The practice must be running a Microsoft – supported Windows server and there must be a static IP address. High speed broadband internet is also required.
How do I receive monthly payments from my clients?
Our implementation specialist team will assist you with the set up of a private and secure payment gateway through a third-party vendor known as Authorize.net. Petly Plans has a seamless interface with Authroize.net to automate the processing of the daily initial enrollment fees as well as the monthly payments for the practice. Monthly payments are processed on the 20th of every month, while new plan enrollments are processed daily.
What are the accepted forms of payments?
You can choose to accept bank drafts through eCheck (U.S. only), major credit cards and debit cards. The software allows you to store multiple payment methods for an individual client. Best practice is to have a bank account as the primary payment method for the monthly payment and store a major credit card as the secondary method.
Do all plans auto-renew?
Yes, Petly Plans defaults to auto-renew all plans at the end of each 12-month term. Plans can automatically renew into a different plan type if the practice chooses. For example, a kitten plan can be set up to renew after one year to a feline silver plan. The auto renewal feature can be deactivated if the client decides not to renew the plan for the following term.
Can you change or cancel a plan once it begins?
A plan can be changed at any time, even if services have been used. You also have the option to cancel a plan at any time and our software will provide the best options for accommodating the cancelation.
How long does it take to implement Petly Plans?
A specialist will assist you through the implementation process, which typically takes 30 – 45 days. Specific phases include:
- Training and Launch
Does IDEXX provide guidance on what should be included in preventive care plans?
Yes. Our team of implementation specialists will share best practices and provide sample plan content and pricing to help you set up your individual program.
What tools are available to educate my clients about Petly Plans?
You can select from an assortment of pre-designed marketing materials including brochures, client books, and posters. Materials can be customized to incorporate your practice logo, specific plan services, and pricing. Plus, you have access to web banners, social media posts and more to promote your plans.