Puppy/Kitten
What plans can we offer Puppies and Kittens?
Sliver and Gold!
2
Where on the contract do we need to sign and initial?
3 initials on the bottom of each page
2 Signatures on the last page
The Petly plan is the best insurance we can offer to our clients
Trick question! Petly plan is a Wellness plan, not insurance. insurance is for unexpected costs.
We have a puppy enrolled in Petly that needs to come in for vaccines and they decline seeing a doctor, can they just see a technician?
Yes! they can decline the next exam
Patient on Petly is getting a vaccine that is not included on Petly. Would you use all WP codes True or false?
False- if item is not included on petly you will use a regular code. WP codes are discounted so if we use those we are losing revenue.
How many Free doses of prevention do Puppies and Kittens get on Petly?
3
What day does the monthly payment get charged?
20th
What are some add-on we can put on the plan?
Prevention, Microchip, Rads, Spay or Neuter, Vaccines, Labs, Proheart inj
We have senior clients enrolling their pet into Petly. What account discount % would you use for the account?
Senior discount at 10%- Senior discount more beneficial, we cannot stack discounts
What do you have to do to make sure the discount get applied prior to checking out?
Press the WP button!
How many included pediatric exams are included in Puppy and Kitten plans?
3
This plan is so beneficial that our clients can use this at any one of our sister hospitals with a referral. True or false?
False- Plans are not transferable to hospitals
A client coming in for an exam wants to sign up for Petly and has an existing pet on petly already, do they qualify for any discounts? If so, what is it?
Multi Pet discount, $20, this applies at any time, pets do not have to come in the same time.
We have an 18yr old cat needing a dental asap, we have informed client about petly, clients do not seem financially unable to do the dental. P has history of heart conditions.
No.. while Petly can be suitable for all patients we want to make sure we review history of the patient so this can be the right decision for all involved.
What services should be manually discounted on the invoice?
Idexx labs, dental extractions, other services. Not inventory items or medications.
When your Puppy plan renews what will the contract renew into?
Adult Silver
What are the item differences between Gold and Platinum? There are 2.
3 View rads
Blood pressure screen
True or False. A client can enroll in monthly deductions or pay the plan in full?
True! Both options available.
Patient is coming in for tech appt, vaccine due on 12/12/25, their exam is due 7/27/26, their petly plan contract ends 12/14/25, they are scheduled 12/8/25. What would be the most likely scenario
Assuming we have used this vaccine already, we would need to renew contract early to serve the client. this can be done with Admin permission.
When a patient is enrolled on Petly and going home with a happy pack for a procedure. What elicits a credit of a certain medication?
Cerenia! this is included and if the client gives the cerenia at home we credit the medication since its already being paid for in their plan. ONLY when the client gives meds as directed.
The pet we signed up has been returned to the breeder. Can we use the same plan for the new puppy that has been adopted? No services have been used.
No- plans are not transferable
After how many months of defaulting on payments will a client be unenrolled from Petly?
3- The client will be canceled and if there is a remaining balance this will be placed on there account as a balance, still marked NO SERVICE.
The average saving per year for each plan is 30% vs out of pocket costs not being enrolled in program. True or False?
False- Discount is %20
8month old K9 has all their vaccines but needs to be neutered. What plan would we enroll this pet in and why?
NOT Puppy gold- almost an adult and we need a HWT for surgery, vaccine series we wont use
Adult Silver- Add on neuter item, will have vaccines to use when needed, includes labs and HWT
An Invoice has multiple pets to be charged out with one enrolled on Petly, all pets would receive the 5% on their invoice. True or False.
False, only the patient enrolled get the discount.