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Send insurance eligibility information to Trupanion from a clinical record

You can use applicable clinical records of a patient to quickly and easily send insurance eligibility information to Trupanion.

Make sure that your ezyVet site has a configured integration for Trupanion.
To send the information, do this procedure.
  1. Select Clinical.
    The Clinical tab
  2. In the left sidebar, find and select the applicable clinical record.
    ezyVet shows the settings of the clinical record.
  3. In the left sidebar, select EXAM DAY OFFER.
    The EXAM DAY OFFER button
    ezyVet automatically shows a Trupanion Exam Day Offer dialog box. The dialog box shown is related to how much applicable data that the patient record has.
  4. Enter the information that each dialog box tells you to enter, then select Send.
ezyVet sends insurance eligibility information to Trupanion.