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PetPlan pet insurance integration?

Submitted by Jimvet on Wed, 05/06/2019 - 12:34
in

Have there been any moves by PetPlan insurance to integrate with OpenVPMS? We use & love the new-ish PetSure VetHub integration. It would be good if PetPlan did something similar to simplify claims & reduce the perennial problem of "lost forms".

‹ IsEmail field in Patient Letters Printing a label associated with a product template ›

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Re: PetPlan pet insurance integration?

Submitted by Jimvet on Wed, 05/06/2019 - 18:01.

I just spoke to PetPlan, they are rushing this new product integration out - perhaps as soon as the end of 2020. I am overwhelmed...

Re: PetPlan pet insurance integration?

Submitted by Ben_Charlton on Wed, 05/06/2019 - 17:15.

We have already stopped recommending them...because of the slow claims process.

Regards
 
Ben 
OpenVPMS Installer and Helper 
Ph: +61423044823 
Email: info[at]charltonit.com[dot]au

Re: PetPlan pet insurance integration?

Submitted by tanderson on Thu, 06/06/2019 - 11:33.

You can still create a claim for Petplan, and you can email or print it.

1. Go to Suppliers

2. New - Insurer

3. Enter 'Petplan' for the company name

4. Click OK

5. Create a policy/claim with Petplan as the insurer.

OpenVPMS ships with a default claim template that is included by when printing or mailing the claim (or press Alt-V to just show the PDF).

This may not be sufficient as it doesn't support a customer signature and they may not accept the layout.

If this is the case, you have a few options:

1. manually fill out the Petplan form, scan it, and add it as an attachment prior to finalising the claim.

2. create a Document Template that duplicates the Petplan form, with Type set to Insurance Claim Form - Custom, and link it to the Petplan insurer.

The second approach is preferable, as it means that you don't have to fill anything out by hand. However to get a customer signature, you'll have to print it off.

 

 

 

 

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