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Send insurance eligibility information to Trupanion from a saved appointment

To know if a patient is eligible for insurance, Trupanion must have insurance eligibility information about the patient. If Trupanion makes a decision that the patient is eligible, Trupanion sends an Exam Day Offer to the client.

Make sure that your ezyVet site has a configured Trupanion integration
To send insurance eligibility information to Trupanion, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Calendar.
    The Calendar tab
    ezyVet shows the calendar.
  3. Find the applicable appointment in the calendar.
  4. Right-click the appointment and select Insurance Offers > Trupanion > Exam Day Offer.
    The shortcut menu of a calendar appointment
    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.
  5. Enter the information that each dialog box tells you to enter, then select Send.
    ezyVet shows a confirmation message.
ezyVet sends the information. Trupanion will make a decision about if the patient is eligible to receive an Exam Day Offer from Trupanion. If the patient is eligible, Trupanion sends an Exam Day Offer to the client.