PCP Portal | Quick User Guide – version 4.

This document provides an overview of the new features and changes in version 4.1 of the PCP Portal. It describes how to change the payment
date; set an unpaid transaction to Paid at Clinic; and lists the changes that have been made to the reports.

1. Change Payment Date

1.1 Changing the Payment Date

Click EDIT PET PLAN

The PAYMENT DATE field

will be enabled

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PCP Portal | Quick User Guide – version 4.1

1. Change Payment Date

1.2 Payment Date drop-down

Click PAYMENT DATE drop-

down arrow to display the list
of available dates

The current payment date is

highlighted in blue.

Select the new payment date,

for example, 10.

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PCP Portal | Quick User Guide – version 4.1

1. Change Payment Date

1.3 Save new payment date

New payment date

displayed

Click SAVE

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PCP Portal | Quick User Guide – version 4.1

1. Change Payment Date

1.3 Payment Date Confirmation

window

Payment Date
Confirmation window
displayed

Click CANCEL to stop

changing the payment
date. The payment date
will not be changed

Click YES to proceed to

change the payment date.
The payment date will
change to the new date.

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PCP Portal | Quick User Guide – version 4.1

1. Change Payment Date

1.4 Payment Date updating

Running

o Updating payment date

o Updating pending
transactions
o Generating notification

Payment date updated to

the new date

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PCP Portal | Quick User Guide – version 4.1

1. Change Payment Date

1.5 Client Transactions

Pending transaction updated

to new payment date

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PCP Portal | Quick User Guide – version 4.1

1. Change Payment Date

1.6 Client Notifications

Payment Date Changed

notification generated and
sent to client.

If client has email address, email is

generated, else a letter is
generated.

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PCP Portal | Quick User Guide – version 4.1

2. Paid at Clinic

2.1 Paid at Clinic

When a transaction which is

marked as Unpaid is subsequently
paid at the clinic and the Paid at
Clinic button is clicked, the Tx
Status will be updated from
Unpaid to Unpaid – Resolved.

Click PAID AT CLINIC

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PCP Portal | Quick User Guide – version 4.1

2. Paid at Clinic

2.2 Paid at Clinic Confirmation

window

Click NO if payment has not

been collected in clinic

Click YES to confirm payment

has been collected in clinic

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PCP Portal | Quick User Guide – version 4.1

2. Paid at Clinic

2.3 Unpaid – Resolved

Tx Status updated from

Unpaid to Unpaid – Resolved

Hovering the mouse over the

information icon displays a
popup message when the
payment was made at the clinic

A new transaction with

payment type of Manual
Payment is generated. This
payment type was previously
known as Manual Payment at
Clinic.

The new transaction is

assigned the Tx Status of
Paid at Clinic

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PCP Portal | Quick User Guide – version 4.1

3. PCP Status Report

3.1 The PCP Status Report has been updated to include two additional columns; Email and PMS ID/ Chip Number. The Email column
displays the email address of the client, and the PMS ID/Chip Number displays the Pet ID from the clinic’s PMS system.

4. Pet Care Plan Report

4.1 The column Pet Plan has been updated to display the name of the plan which the pet is currently on. Plans that the pet has
previously been on will not be displayed.
4.2 The name of the column Original Plan Start Date has been changed to Current Plan Start Date. This column will now display the
date on which the pet was assigned the current plan.

4.3 A new column Pet Plan Start Date has been added to display the date the pet signed up to the Pet Care Plan.

4.4 The column First Payment Collection has been updated to display different values depending on the scenario. This could be the
first payment amount, regular amount + admin fee, or it could be blank.

4.5 The columns Plan Amount and Outstanding Plan Amount which were in the previous version of this report have been removed
and will no longer be displayed.

4.6 The column Collected Plan Amount has been updated to now display the sum of all transactions with a Tx Status of Paid.

4.7 A new column Email has been added to display the email address of the client, if any.

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