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      Trupanion insurance integrations

      • About the Trupanion Vet Portal integration

      • About the integration for Trupanion exam day offers

      • Patient record information about insurance program offers

      • Trupanion and data security

      • Exam Day Offer information in the clinical record sidebar

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

      • Send insurance eligibility information to Trupanion from a clinical record

      • Send insurance eligibility information from a new appointment

      • Send insurance eligibility information to Trupanion from a saved appointment

      • Configure the integration for Trupanion Vet Portal

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  3. Insurance
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  5. Trupanion insurance integrations

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Trupanion insurance integrations

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Patient record information about insurance program offers

A patient record shows information about each Trupanion Exam Day Offer. The information shows in the Insurance Offers section of the eClaims tab of the patient record.

Figure 1. The Insurance Offers section

The Insurance Offers section
The Insurance Offers section shows information that includes:
  • The name of each Trupanion Exam Day Offer
  • The staff member who sent information to Trupanion
The Insurance Offers section has a Clinic Offer column and a Status column. The Clinic Offer column shows if a client gave approval to send their insurance eligibility information to Trupanion. This table gives each status that can show in Clinic Offer column:
StatusInformation
AcceptedThe patient owner gave approval to send their insurance eligibility information to Trupanion.
DeclinedThe patient owner did not give approval to send their insurance eligibility information to Trupanion.
The Status column shows:
  • The condition of related data after a client gave approval to send their insurance eligibility information to Trupanion
  • The condition of related data after a client did not give approval to send their insurance eligibility information to Trupanion
This table gives each status that can show in Status column:
StatusInformation
PendingezyVet sent insurance eligibility information about the patient to Trupanion. Trupanion will make a decision if the patient is eligible to receive an Exam Day Offer from Trupanion.
EligibleTrupanion made the decision that the patient is eligible to receive an Exam Day Offer. As a result, the patient can activate the Exam Day Offer for thirty days of insurance. Trupanion will send the Exam Day Offer to the patient owner.
Offer AcceptedThe patient owner activated the Exam Day Offer. The patient has an initial 30 days of coverage from Trupanion.
Offer DeclinedThe patient owner did not activate the Exam Day Offer. Thus, the patient does not have coverage from Trupanion.
Offer ConvertedThe patient owner enrolled in a full insurance policy from Trupanion for their patient. Thus, the patient has Trupanion coverage until canceled.
No Response / ErrorThere is a data problem between ezyVet and Trupanion’s systems.
Parent topic: Trupanion insurance integrations
Related concepts
  • About the Trupanion Vet Portal integration
  • About the integration for Trupanion exam day offers
  • Trupanion and data security
  • Exam Day Offer information in the clinical record sidebar
Related tasks
  • Get access to information about a patient's Exam Day Offers from Trupanion
  • Send insurance eligibility information to Trupanion from a clinical record
  • Send insurance eligibility information from a new appointment
  • Send insurance eligibility information to Trupanion from a saved appointment
  • Configure the integration for Trupanion Vet Portal

ezyVet

Last updated: July 30, 2024

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Related Articles:

  • Trupanion insurance integrations
  • About the Trupanion Vet Portal integration
  • About the integration for Trupanion exam day offers
  • Trupanion and data security
  • Exam Day Offer information in the clinical record sidebar
  • Get access to information about a patient's Exam Day Offers from Trupanion
  • Send insurance eligibility information to Trupanion from a clinical record
  • Send insurance eligibility information from a new appointment
  • Send insurance eligibility information to Trupanion from a saved appointment
  • Configure the integration for Trupanion Vet Portal

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