Petly Plans Implementation Guide

PHASE 1

Setup

  • 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.

PHASE 2

Marketing

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

PHASE 3

Configuration

  • Enter plan invoice codes into practice management software.

PHASE 4

Training + Lauch

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


Download Implementation Guide