Send an insurance pre-approval to Trupanion
After you prepare an estimate for a patient's clinical condition, you can send an insurance pre-approval to Trupanion. The insurance pre-approval has the information of the estimate. Trupanion uses the insurance pre-approval information to made a decision about if they will give coverage for the costs given in the estimate.
- Make sure that your ezyVet site has a Trupanion configured integration
- Make sure that your site has an enabled E-Claims (full client payment) module
- Make and save an estimate that has the necessary products and treatments for the patient
- Make sure that the saved estimate is open
- Sends the pre-approval to Trupanion
- Makes a pre-approval record and shows its status in the estimate screen