Petly Plans API
Petly Plans is IDEXX's preventive care software that lets veterinary practices build, sell, and manage monthly-payment wellness plans that sync to their practice management system. An unofficial API lets you programmatically pull wellness plans, enrolled patients and clients, plan templates, scheduled payments, and compliance activity—and push updates like new enrollments, plan changes, and payment processing back into Petly Plans.
What is Petly Plans?
Petly Plans is IDEXX's preventive care software that lets veterinary practices automate, manage, and monitor monthly-payment wellness plans. Practices bundle routine services—vaccinations, dental care, and early-detection diagnostic testing—into a discounted annual plan, and clients pay a fixed monthly amount instead of a lump sum. The software syncs directly with the practice management system for seamless plan management and automated monthly billing.
Core capabilities include:
- Preventive care plan design (custom service bundles, annual pricing, and per-practice plan templates)
- Patient and client enrollment workflows any staff member can run
- Automated monthly payments via credit card and ACH through a PCI-compliant payment gateway (Authorize.net)
- Practice management software sync (ezyVet, Cornerstone, DVMAX, AVImark, Infinity, Intravet, ClienTrax)
- Plan monitoring, compliance tracking, and customizable marketing materials
Common data entities:
- Wellness Plans, Plan Templates, Service Bundles, Pricing Tiers
- Patients (Pets), Clients (Owners), Enrollments, Plan Memberships
- Payments, Payment Schedules, Stored Payment Methods, ACH/Card Transactions
- Redeemed Services, Compliance Records, Renewals, Cancellations
The Petly Plans Integration Challenge
Practices run wellness-plan billing and compliance on Petly Plans every day, but turning its portal-driven workflows into API-driven automation is non-trivial:
- No public developer API: Petly Plans is a hosted web application with no documented, self-serve API for third parties
- Per-practice plan configuration: Service bundles, pricing, and plan templates are tailored per clinic, so generic integrations break across accounts
- PMS sync indirection: Enrollment and redemption data flows between Petly Plans and the practice management system (Cornerstone, ezyVet, AVImark, and others), each with its own IDs and mappings
- Payment gateway sensitivity: Recurring card and ACH runs through Authorize.net demand careful idempotency and reconciliation handling
- Browser-only access: Plan rosters, payment schedules, and compliance reporting live behind an authenticated portal, not bulk exports
- Compliance and renewal nuance: Service redemption, plan renewals, and cancellations need precise effective-date and reason handling to keep billing accurate
How Supergood Creates Petly Plans APIs
Supergood reverse-engineers the authenticated Petly Plans web application to deliver a resilient API layer over your practice's wellness-plan data—enrollments, payment schedules, redemptions, and compliance—without waiting on a public API.
- Handles username/password and MFA securely in a managed session
- Maintains session continuity with automated refresh and change detection
- Normalizes plans, enrollments, payments, and redemptions into consistent objects so you integrate once
- Aligns with your practice's specific plan templates, pricing, and PMS mappings to keep data accurate
Use Petly Plans with AI agents: Petly Plans MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your plans, payment gateway, and practice management software setup.
- Supergood Generates and Validates Your API
We deliver a production-ready Petly Plans adapter tailored to your plan templates and enrollment workflows.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Petly Plans evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Petly Plans practice account using username/password, or MFA, and obtain a session token for downstream calls.
Plans
/plansList wellness plans and plan templates configured for the practice, including service bundles, pricing tiers, and status.
Enrollments
/enrollmentsRetrieve enrolled patients and clients with plan membership, start date, renewal status, and compliance activity.
Enrollments
/create_enrollmentEnroll a patient and client in a wellness plan, attaching the selected plan template and stored payment method.
Payments
/paymentsPull payment schedules, processed monthly payments, and ACH/card transaction history across enrollments.
Payments
/process_paymentProcess or retry a scheduled monthly payment for an enrollment through the practice's payment gateway.
Use Cases
Sync wellness plan and enrollment data into your systems
- Pull active wellness plans, plan templates, and pricing into a central warehouse or reporting tool - Stream new enrollments, renewals, and cancellations to downstream CRM and marketing systems - Reconcile patient and client records between Petly Plans and the practice management system
Automate billing and payment reconciliation
- Sync monthly payment schedules and processed transactions into accounting and AR tools - Surface failed or delinquent payments to retention and follow-up workflows - Match card and ACH activity against plan memberships for clean reconciliation
Track preventive care compliance
- Pull redeemed services and compliance records to measure plan utilization - Flag patients overdue for plan-covered services to client outreach systems - Report on plan ROI and compliance across the practice without portal clicks
Power AI agents and copilots over plan data
- Expose plan, enrollment, and payment data to AI assistants through a normalized API - Answer staff questions about a client's plan status and upcoming payments - Trigger enrollment and renewal actions from agent workflows
Technical Specifications
Authentication
Username/password and MFA handled in a managed session
Connectivity
Authenticated browser flows over the Petly Plans web application
Response format
Normalized JSON across Plans, Enrollments, Payments, and Compliance objects
Rate limits
Adaptive throttling tuned to your practice account to avoid portal-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for enrollments and payments with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for new enrollments, payment results, renewals, and cancellations
Latency
Sub-second reads on cached entities; multi-second writes when posting enrollments and payments
Throughput
Horizontally scaled workers sized to practice and multi-location plan volume
Reliability
Retry, backoff, and idempotency keys for enrollment changes and recurring payment runs
Adaptation
Continuous monitoring of Petly Plans releases and per-practice configuration drift
Frequently asked questions
Petly Plans is a hosted web application without a documented, self-serve public API for third parties. Supergood creates a resilient API layer over the authenticated application so you can integrate plan, enrollment, and payment data programmatically.
Yes. Petly Plans syncs with systems like ezyVet, Cornerstone, DVMAX, AVImark, Infinity, Intravet, and ClienTrax. Supergood normalizes the plan and enrollment data so you can reconcile it against whichever PMS your practice runs.
Yes. Payment schedules, processed monthly payments, and card/ACH transaction history are exposed through the normalized API, so you can reconcile billing and surface failed or delinquent payments in your own tools.
Each account is profiled against its configured plan templates, service bundles, and pricing tiers. Supergood preserves your practice-specific fields and plan structure rather than forcing a generic schema.
Yes. Credentials are stored in an encrypted vault with scoped access tokens and audit logging. Supergood reads data through your authenticated session and does not store cardholder data outside the existing PCI-compliant gateway.