To enable this add-on:
1. Click on the settings module on the top black bar.
2. Click on the add-ons 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.