Configure the VetEnvoy insurance integration

Before your organization can use VetEnvoy insurance with ezyVet, a practice manager must configure the integration.

Make sure that you have a VetEnvoy account and that you completed the VetEnvoy sign-up procedure
Make sure that your site has a dedicated supplier contact record for the integration
Make sure that your site has a dedicated supplier contact record for each VetEnvoy insurance company that you want to use
Note: For more information about the available VetEnvoy insurance companies, refer to www.vetenvoy.com/our-partners.
Make sure that you have the necessary username and password for the integration
Note: If you do not have the username and password, speak to ezyVet customer support.
Make sure that your site has an enabled E-Claims (full client payment) module
Note: To enable the E-Claims (full client payment) module, speak to ezyVet customer support.

To configure the integration, do this procedure.

Select Admin.
In the settings list, select Integration.
ezyVet shows the New Integration Setting screen.
In the Integration box, select VetEnvoy Insurance.
If your site uses a department configuration, select the applicable department in the For Division box.

Note: If your site does not use a department configuration, ezyVet does not show the For Division box.
In the Supplier box, select the applicable supplier contact record.
Use the Username box and Password box to enter the username and password.
Select Save.

ezyVet shows boxes for each VetEnvoy insurance partner that is available:
In each box of the insurance partner that you want to use, select the dedicated supplier contact record.
Use the Vets checkbox and Claim Handler checkbox to select who receives memos for changes to the applicable e-claims.
Select Save.
ezyVet shows a confirmation message: