📝 Overview
The Trupanion integration allows your clinic to quickly verify eligible claim amounts and apply pet insurance payments directly within the software. Once enabled, claim data is passed to the Trupanion Portal, where coverage amounts are confirmed — streamlining the checkout process for insured clients.
🔑 Enabling the Integration
Click Settings > Integrations from the left hand navigation
Locate Trupanion by searching for it within the search bar
Click the green icon on the right-hand side, then click Yes to confirm
💡 Once enabled, a Trupanion payment type is automatically created for your clinic, and your clinic's API key is sent to Trupanion to complete the setup on their end. To view the new payment type, navigate to Settings > Configuration > View Payment Types
🛠️ Workflow
The Trupanion integration passes invoice data to the Trupanion Portal, allowing your clinic to verify the eligible claim amount before completing checkout. The following steps reflect recommended best practices:
Add all items to the invoice during the appointment
In a separate browser tab, open the Trupanion Portal and complete the claim submission process to retrieve the eligible coverage amount
On the invoice, add a new payment using the Trupanion payment type for the covered amount
Collect the remaining balance from the client at checkout
💡 Trupanion typically reimburses the clinic within one business day.
❓ Frequently Asked Questions (FAQs)
Find answers to common questions or additional details that may not be covered in the main instructions.
Who completes the setup after the integration is enabled?
Click the arrow to see the answer
Click the arrow to see the answer
Once your clinic enables the integration, Trupanion handles the remainder of the setup using the API key sent automatically by the software. No additional configuration is required on your end.
What payment type is created when the integration is enabled?
Click the arrow to see the answer
Click the arrow to see the answer
A payment type labeled Trupanion is automatically added to your clinic's payment options. This is used to apply the covered claim amount directly to the client's invoice.
How long does reimbursement take?
Click the arrow to see the answer
Click the arrow to see the answer
Trupanion typically reimburses the clinic within one business day of claim submission.
How to Enable the Integration
1. Click on the Settings module on the top black bar.
2. Click on the Integrations tab on the settings module.
3. Click on the green icon on the right-hand side of the add-on and click yes.
Once the integration is enabled, DaySmart Vet creates a payment type for the clinic as ' Trupanion' and sends the clinic's API key to Trupanion. Trupanion takes it from here to help complete the set up for the clinic.
Workflow:
The Trupanion integration passes data to the Trupanion Portal, allowing the clinic to quickly verify the eligible amount from a claim. We recommend the following steps as best practices.
Add items to the invoice during the appointment.
In another browser tab, open the Trupanion portal and go through the claim submittal process. Once completed you should have the eligible amount that Trupanion will cover.
On the invoice, add a new payment using the Trupanion payment type for the covered amount.
The client will then pay for the remaining balance as applicable during checkout.
Trupanion typically reimburses the clinic within one business day.