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    Payments

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      Trupanion insurance integrations

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      VetEnvoy insurance

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      Insurance configuration

      • Configure a payment method for the insurance benefits of an insurance integration

      • Make a supplier contact record for an insurance integration

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    Appointments and telemedicine

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  3. Insurance
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  5. Insurance configuration

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Insurance configuration

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Configure a payment method for the insurance benefits of an insurance integration

Some insurance integrations can use a payment method or a credit note to receive an insurance benefit. A practice manager can configure a dedicated payment method for the applicable insurance integration.

To make a dedicated payment method, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Financial.
    The Financial setting in the settings list
  3. Select Payment Methods.
    The Payment Methods setting
    ezyVet shows a New Payment Method screen.
  4. In the Name box, enter a name for the payment method.
    Note: Enter a name that makes it easy for staff to know that the payment method is for an insurance integration. For example, enter Trupanion or Petsure.
  5. In the Associated Account box, select the applicable account.
    The Associated Account box
  6. Set Type to Bank.
    The Type setting
  7. Make the remaining settings as necessary.
  8. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has a dedicated payment method that a practice manager can select when they configure an applicable insurance integration.
Parent topic: Insurance configuration
Related tasks
  • Make a supplier contact record for an insurance integration

Procedure
ezyVet
Practice manager

Last updated: May 15, 2024

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Related Articles:

  • Insurance configuration
  • Make a supplier contact record for an insurance integration

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