Petly Plans Implementation Guide



  • Set Petly Plans launch date.
  • Begin to build custom preventive care plans.
  • Schedule and complete the secure network connection.
  • Submit the Petly Plans payment processing application.



  • Finalize custom preventive care plans.
  • Personalize practice marketing materials: brochures, posters, and client book.



  • Enter plan invoice codes into practice management software.


Training + Lauch

  • Complete Petly Plans full-staff training
  • Enroll patients in Petly Plans.

Here’s how they do it:

  • Implementation and setup
    We’ll ensure a clear and concise path for getting your team up and running with IDEXX Petly Plans – including setting a program launch date, syncing your application to your practice management software, consulting on plan creation, pricing and staff training.
  • Plan creation and pricing
    We’ll provide guidance on preventive care services to embed into your plans, the number of plans you might offer, and pricing that makes sense based on your services.
  • Payment processing and technical set-up
    With our unique software integration capability, we’ll ensure that your Petly Plans application syncs directly with your practice management software for seamless plan management and automated client monthly payments.
  • Training
    One of the most important parts of a successful program is training. Our team is committed to ensuring your entire team is trained and prepared before you launch. This includes full-staff training on the Petly Plans application, management training for administrators and guidance on how to talk to clients about the benefits of enrolling in Petly Plans.
  • Client Marketing
    Promoting and marketing your plans is critical in the success of Petly Plans. We’ll ensure you have the marketing tools you need to efficiently and effectively promote your plans throughout the hospital – from customized printed materials in your practice to social media posts and email campaigns.
  • Ongoing Support
    You’ll have 24/7 access to the product help desk where you can quickly search for common support questions, how-to documents, video demonstrations, training information and more.