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ezyVet Knowledge Center

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Get access to information about a patient's Exam Day Offers from Trupanion

If your organization uses the Trupanion integration, ezyVet records information about Exam Day Offers. ezyVet records the information after a client gives approval to send their insurance eligibility information to Trupanion. And ezyVet also records the information if a client does not give approval to send their insurance eligibility information to Trupanion.

  • Make sure that you configured:
    1. The Trupanion Vet Portal integration
    2. The integration for Trupanion exam day offers
  • Make sure that you know the patient record of the person who accepted or declined the insurance program offer
To get access to the information, do this procedure.
  1. Select Patients.
    The Patients tab
    The left sidebar shows the patient records of your site.
  2. In the left sidebar, find and select the applicable patient record.
    ezyVet shows patient record settings and information.
  3. Select Insurance.
    The Insurance tab
The Insurance Offers section shows information about insurance program offers:
The Insurance Offers section