Set up Trupanion integration with Neo

With a Trupanion integration, Neo can automatically confirm eligibility and qualifications of a client and patient to receive Trupanion’s Exam Day Offer (Opportunity) – all with one click.

This article will take you through how to set up the integration between Neo and Trupanion.

Note: In Australia, the Trupanion Exam Day Offer is called Exam Day Opportunity.

Permissions: System Admin

To learn about client and patient eligibility and how to send an Exam Day Offer (Opportunity), see Send Trupanion Exam Day Offer (Opportunity).

For answers to common questions, see FAQs: Trupanion integration with Neo.

Set up Trupanion

⚑ Step 1. Review patient species and breeds

⚑ Step 2. Connect Trupanion to Neo (one time)

⚑ Step 3. Manage Trupanion breeds

⚑ Step 1. Review patient species and breeds

IMPORTANT: Before you connect Trupanion to Neo (Step 2), review your canine and feline Species and Breeds lists in Administration > Patient Settings and update, as needed.

If you add a new canine or feline patient breed after Trupanion is connected, you will need to map that breed manually to a Trupanion breed.

This step is recommended to ensure you eliminate possible duplicates before you connect Trupanion and automatic mapping of Trupanion breeds to patient breeds occurs (Step 3 below).

See Manage patient species, breeds, and sexes for more information.

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⚑ Step 2. Connect Trupanion to Neo (one time)

For multi branch practices.  Each Neo branch will need to be connected to Trupanion with its own Trupanion Hospital ID.

With just a few clicks, your Branch Details' telephone, city, state, and postcode can be used to locate and connect your Trupanion record from Neo.

Permission: System Admin

1. In Neo, click your name in the menu bar. Then click Administration.
2. Under System Admin, click Integrations.
3. For multi-branch practices. Review or select your branch.
4. In the Trupanion section, click Connect. Neo will search the Trupanion database to locate your practice.
5. When prompted, click the radio button to select your practice.
   Or click +Add Manually and enter your Hospital ID.
   Note: 
   • If you have any missing or invalid branch information, click the Branch Details link to update your information. Then return to the Integrations page and click Connect again (Step 4).
   • If your practice is not found or you do not have a Trupanion Hospital ID, call Trupanion Partner Support for assistance.
     • United States and Canada: 1-877-589-1862
     • Australia: 1300 330 234
6. Click Connect.

When your Trupanion Hospital ID is saved, you will see it displayed along with a status of Connected.

For multi-branch practices. Repeat steps 3-6 above for each branch you want to integrate with Trupanion.

Upon connection, as many canine and feline breeds (Administration > Patient Settings > Breeds tab) as possible are automatically mapped to the Trupanion breeds.

If you add a new canine or feline patient breed after Trupanion is connected, you will need to map that breed manually to a Trupanion breed.

See Step 3 below for more information about managing Trupanion breeds.

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⚑ Step 3. Manage Trupanion breeds

To receive an Exam Day Offer (Opportunity), a canine or feline patient’s breed must be mapped to a Trupanion breed.

While as many breeds as possible are mapped when you connect Trupanion to Neo, you should review your patient breeds and manually map to a Trupanion breed, as needed.

Note: During connection in Step 2, canine and feline breeds with the word "mix" or "mixed" in them will be mapped automatically to Trupanion’s mixed breed options as follows:

• Canine mix or mixed breed = Trupanion’s Canine, Mixed breed (Unknown size)
• Feline mix or mixed breed = Trupanion’s Feline, Mixed breed (Cat)

The Manage Breeds page will show all breeds across all species listed in Patient Settings to ensure you can easily find all your canine and feline breeds in the event of typos or duplicates.

1. On the menu, click your name. Then, click Administration.
2. In the System Admin area, click Integrations.
3. In the Trupanion section, click Manage Breeds. 
   • Breeds – Your practice breeds from the Breeds list in Administration > Patient Settings
   • Species – Your practice species the breed is linked to in Administration > Patient Settings
   • Patients – The number of patients per breed.
   • Trupanion Breeds – The Trupanion breed mapped to your practice breed.
4. To filter the list, enter a full or partial search term in the Search Breeds or Species box.
5. Select the Show [number] Unmapped checkbox to view only the unmapped items.
6. To map a Trupanion breed to a patient breed, hover over the row you want to edit. Then click the pencil icon when it appears.
   
7. From the Trupanion Breeds drop-down, search for and select the breed you want to map to your practice’s corresponding breed.
8. Click the green check to save.
   Or click the red X to cancel.

Once you have completed steps 1-3 above, your practice is now ready to begin sending Trupanion’s Exam Day Offer (Opportunity) to clients with eligible patients and a qualifying appointment. See Send Trupanion Exam Day Offer (Opportunity) for more information.

If not already scheduled, your dedicated Trupanion team will be in touch soon to answer questions, organize staff training, and share additional resources to set up your practice for success with this program.

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