Tag: Petly Plans

10 minutes read

Petly Plans Integration and Discount Details

With integrated Petly Plans with Cornerstone, a button for the Petly Plans widget is added to the Patient Clipboard, Estimate, Patient Visit List, and Invoice windows. Use the widget to see the patient’s plan status, view available items, and even

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2 minutes read

Petly Plans default settings

Petly Plans integration with Cornerstone not only checks that billed items are available on the patient’s preventive care plan, it also applies plan discounts if the items and requested quantities are available.  Set up Petly Plans defaults Navigate to Controls

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