You cannot select the SEND PRE-APPROVAL button that shows in an estimate screen
If your ezyVet site uses the Trupanion integration, an estimate screen shows a SEND PRE-APPROVAL button. You use the SEND PRE-APPROVAL button to send an insurance pre-approval to Trupanion. If the SEND PRE-APPROVAL button shows dimmed and you cannot select it, do this troubleshooting.Figure 1. A SEND PRE-APPROVAL button that shows dimmed
The patient record does not have an insurance number
Enter an insurance number in the patient record
Find and select the applicable patient record.
In the Insurance Number box of the patient record, enter the correct insurance number.
The patient has an insurance pre-approval that is in progress
If an
insurance pre-approval of an estimate is in progress, you cannot send an insurance
pre-approval again. Each estimate can have one in-progress pre-approval
only.
Wait until Trupanion sends the pre-approval record back to ezyVet
When ezyVet receives the insurance pre-approval record from Trupanion, you can send one more insurance pre-approval.
