home

See all integrations

ezyVet Knowledge Center

Get access to documentation, training, and other high-quality resources.

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
To send an insurance pre-approval, do this procedure.
  1. Do a check of the estimate information and make sure that it is correct.
  2. Select SEND PRE-APPROVAL.
    The SEND PRE-APPROVAL button
    ezyVet shows the Send pre-approval request dialog box.
  3. Use the Condition box to select the applicable clinical condition of the patient.
    The Condition box
    Note: The Conditions box shows the configured master problems of your site.
    Note: To add one more condition, select the plus button that is adjacent to Animal Conditions:
    The plus button
  4. If necessary, use the Remarks box to enter more information about the clinical condition.
    The Remarks box
  5. Do a check of the remaining information.
  6. Select SEND PRE-APPROVAL.
    The SEND PRE-APPROVAL button
    ezyVet shows a confirmation message:
    A confirmation message:
ezyVet:
  1. Sends the pre-approval to Trupanion
  2. Makes a pre-approval record and shows its status in the estimate screen
Figure 1. An insurance pre-approval record and its status

An insurance pre-approval record