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Petly Plans is preventive care plan management software for your veterinary hospital. Petly Plans affordable monthly payments and automatic plan management, enable you to provide the best medicine that wont disrupt clients budgets or your workflow. Empower your clients to say yes to all of the care their pets need.
Provider
IDEXX
Located In
United States
Foundation
1983
Open API
Unverified
Deployment
Cloud, SaaS, Web-Based
Training
Documentation, Webinars, Live Online
Support
Chat
Cloud-based platform that helps businesses of all sizes to schedule appointments, manage client database, process transactions, receive reports and create custom preventive care plans for pets.
Content Source: Petly Plans
Green rating bars show the winning product based on the average rating and number of reviews.
Petly Plans Reviews
"Only Effective in the Idexx Ecosystem"
Overall: The overall experience of setting up Petly was fine, but is a very robust system that unfortunately took too long to implement before we made practice-wide decisions that impacted our long term use.
Pros: Petly was demoed to us after several years of using Idexx Cornerstone and lamenting the lack of an ability to charge and track for planned services. For us, that meant not being able to track up to 10 weeks of rehabilitation, including UWT, laser, acupuncture, massage, and other services. Billing at time of service rendered, even with a system in place to track packages of pre-purchased treatments was not foolproof. Petly seemed to help with that by providing a contract style system integrated with Cornerstone to alleviate this issue. During setup, it seemed to make sense how the system would work, but took some additional unraveling of our workaround in Cornerstone to be able to implement Petly Plans and train staff.
Cons: Due to the implementation time involved we were not able to fully utilize the plans by the time we made the decision to leave Cornerstone in favor of a cloud based platform. The current platform we use has a native plans system and we no longer require Petly, especially since it is native to Idexx.
"Petly Plans for the win"
Pros: The ease of client/patient set-up and use of this product is wonderful. It is a breeze to train new employees to use and clients seem to be pretty pleased with it as well.
Cons: There really isn't anything I can say I do not like about this software. Perhaps if a clinic wasn't paperless and had limited computer usage, it might be a bit more of a "process" for them.
"Good basic communications tool"
Overall: Good, reliable.
Pros: Integration with Cornerstone was key. It was a reliable product and it we were able to bundle the costs with our management software.
Cons: Optimization/customization of product is limited, as are communication options. They were not able to drive enough Google reviews which is why we switched.