General Questions

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.

Implementation