Petly Plans API
Petly Plans is IDEXX's preventive care software that lets veterinary practices automate, manage, and monitor monthly-payment wellness plans. This page is an independent design exercise that asks what a well-designed Petly Plans API could look like: the resources it would expose, the authentication it would need, and the workflows it could unlock. Below: a hypothetical endpoint design, the technical requirements a production implementation would face, the use cases programmatic access could serve, and where to start if your team needs this kind of access today.
This page is an independent analysis by Supergood of what a well-designed Petly Plans API could look like. It draws on publicly available information, vendor materials, and general integration experience in this category. Nothing on this page describes an existing Petly Plans product, and Supergood is not affiliated with or endorsed by the vendor. If the vendor offers an official API, we highly recommend it.
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
An API for a platform like this would naturally organize around its core 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
What a Petly Plans API Could Look Like
If Petly Plans exposed a modern, general-purpose API, the integration challenges above suggest what it would need to get right. This is a design sketch, not documentation of anything that exists today:
- First-class authentication: session handling with support for MFA and enterprise sign-on where the platform uses them
- Consistent resources: normalized JSON schemas and pagination across the platform's core objects
- Reliable writes: idempotency keys and validation that mirrors the platform's own workflow rules
- Entitlement awareness: endpoints scoped to what each customer's licensing actually permits
The endpoint sketches, technical requirements, and use cases below flesh out this hypothetical design.
How AI agents could connect to software like Petly Plans: MCP servers for software without a public API →
Need This Kind of Access Today?
If your team needs this kind of access today, Supergood builds integrations on request, one customer at a time. We act at the direction of our customers, within the access they already hold. Customers bring their own accounts, licenses, and entitlements. If the vendor offers an official API, we highly recommend it.
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Potential API Endpoints
Authentication
/authenticateWould authenticate to a Petly Plans practice account using username/password, or MFA, and obtain a session token for downstream calls.
Plans
/plansWould list wellness plans and plan templates configured for the practice, including service bundles, pricing tiers, and status.
Enrollments
/enrollmentsWould retrieve enrolled patients and clients with plan membership, start date, renewal status, and compliance activity.
Enrollments
/create_enrollmentWould enroll a patient and client in a wellness plan, attaching the selected plan template and stored payment method.
Payments
/paymentsWould pull payment schedules, processed monthly payments, and ACH/card transaction history across enrollments.
Payments
/process_paymentWould process 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
Connect via No-Code Tools
Automate this platform from the no-code stack you already use.
Technical Requirements
Authentication
Would require username/password and MFA with managed session handling
Connectivity
Would build on 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
Would need 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
Design target: sub-second reads on cached entities; multi-second writes when posting enrollments and payments
Throughput
Design target: horizontally scaled workers sized to practice and multi-location plan volume
Reliability
Retry, backoff, and idempotency keys for enrollment changes and recurring payment runs
Versioning
Clear versioning and change management would matter as Petly Plans evolves
Frequently asked questions
Availability of official interfaces varies by product, plan, and licensing. Many platforms in this category gate access behind partner programs or paid modules, and there is often no broadly available, self-serve public API. Check the vendor's developer resources for current offerings.
The hard parts would be authentication (MFA, session management, enterprise controls), consistent schemas across the platform's products, and write semantics that reconcile the way the platform's own workflows do.
No. This page is an independent analysis by Supergood and is not affiliated with, sponsored by, or endorsed by the vendor. All product names and trademarks belong to their respective owners and are used for identification only. Nothing here documents an actual Petly Plans product or service.
Supergood acts at the direction of its customers, within the access those customers already have. We respect each customer's agreements with their software vendors, and how those agreements apply to a customer's use is a determination the customer makes. If the vendor offers an official API, we highly recommend it.
Supergood builds managed API access to enterprise software for customers on request, scoped to each customer's own licensing and entitlements. If your team needs programmatic access to a platform like this, schedule an integration assessment to discuss options.