Pawlicy Advisor integration: Basic workflow steps
To use Pawlicy Advisor with ezyVet correctly, it is important to know the basic workflow steps.
This table gives each step for a basic workflow and information about the step:
| Step | Task |
|---|---|
| 1 |
Pawlicy Advisor's veterinary account executive team speaks with your organization to agree:
Pawlicy Advisor also gives you access to the Pawlicy Advisor portal. The portal is an online system that you can use:
|
| 2 | Make a client appointment in ezyVet. The Pawlicy Advisor portal shows the appointment information as a result of an automatic sync from ezyVet to Pawlicy Advisor. Note: If you make changes to the ezyVet appointment, ezyVet syncs the changes to Pawlicy Advisor. |
| 3 | Pawlicy Advisor uses the ezyVet appointment information to automatically send insurance information email to the applicable client. The insurance email:
|