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      PetSure

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        PetSure with GapOnly

        • About the PetSure integration with GapOnly

        • GapOnly insurance benefits

        • Procedure: GapOnly with credit notes for insurance benefits

        • Procedure: GapOnly with payment methods for insurance benefits

        • GapOnly and the e-claim record sidebar

        • GapOnly service hours

        • Send a GapOnly e-claim from a clinical record

        • Cancellation of GapOnly e-claims

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          PetSure with GapOnly configuration

          • Configure the PetSure integration (with GapOnly e-claims)

          • Make a financial product for GapOnly insurance benefits

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        PetSure configuration

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  9. PetSure with GapOnly configuration

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PetSure with GapOnly configuration

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Make a financial product for GapOnly insurance benefits

A practice manager can configure the PetSure integration to use credit notes for GapOnly insurance benefits. If the integration uses a credit note configuration, a practice manager must also make a financial product for the insurance benefits.

Make sure that your ezyVet site has a configured zero-percent tax rate.
To make a financial product that the PetSure integration can use, do this procedure.
Note: This procedure is applicable only if you configure the PetSure integration to use credit notes for GapOnly insurance benefits.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Products.
    The Products setting in the settings list
  3. Select Products.
    The Products setting
    ezyVet shows a New Product screen.
  4. In the Product Code box, enter a code that identifies the product.
    Tip: Enter a code that makes it easy to identify the product (for example, GapOnly_insurance_benefit).
  5. In the Product Name box, enter a name for the product.
    The Product Name box
  6. In the Primary Group box, select an applicable product group for the product.
  7. In the Properties section, set Is Bought and Is Sold to No.
    The Properties section
  8. In the Tax Rate box, select a zero-percent tax rate.
    The Tax Rate box
    Important: Make sure that you select a zero-percent tax rate.
  9. Select Save.
    The Save button
    ezyVet shows a confirmation message:

    ezyVet also shows a Sell price is $0 warning. The warning is a correct result of this procedure.
    A warning message
ezyVet has the necessary financial product.
Parent topic: PetSure with GapOnly configuration
Related tasks
  • Configure the PetSure integration (with GapOnly e-claims)

Procedure
ezyVet
Practice manager

Last updated: July 18, 2024

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Related Articles:

  • PetSure with GapOnly configuration
  • Configure the PetSure integration (with GapOnly e-claims)

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