About the Trupanion integration
Use the Trupanion integration to make it easy for your clients to enroll in Trupanion medical insurance for pets.
These are the general steps to send an insurance offer:
- A staff member finds which patients do not have insurance
- A staff member speaks to the applicable patient about an Exam Day Offer.
- The patient owner gives approval to send their insurance eligibility information to Trupanion
- The staff member sends the information to Trupanion from ezyVet directly
- If Trupanion makes a decision that the patient is eligible for insurance, they send an Exam Day Offer to the patient owner
- If the patient activates the Exam Day Offer, the patient has Trupanion coverage for a 30-day trial period
Because most of the steps are fully online, clients can quickly and easily get insurance for their pet.
Note: The Trupanion integration is available in:
- The United States
- Canada
Insurance eligibility information
Insurance eligibility information is client and patient information that Trupanion must have to know if a patient is eligible to receive an Exam Day Offer from Trupanion. ezyVet sends the insurance eligibility information directly to Trupanion. The Send client data to Trupanion dialog box shows the information that ezyVet will send.