Otto Care Memberships

Care Setup

• Setting Up Care Membership Payments in CORNERSTONE
• Steps for integrated Care Wizard functionality (Avimark, Cornerstone, Impromed)
• How to set up Flow Payments for Care

Care 101

• How the Paid In Full Process Works for Care Memberships
• How to Talk about Care Memberships (scheduling to checkout)
• Understanding the Synergy Between Care Memberships and Pet Insurance
• What is a Care Membership?

Enrolling a Pet on a Care Plan

• What Payment Methods can be used for a Care Membership?
• Enrolling a Pet on a Care Plan

Care Plan Management

• Best Practices for Processing Plan Benefits
• Writebacks for Benefit Consumption - CORNERSTONE
• Transferring Care Memberships (Workflow)
• Upgrades, Downgrades, Cancellations; Best Practices
• Transferring Care Memberships (Do's and Dont's)
• Consuming Care Benefits through Flow

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Accounting/Payments Processes

• New Credit Card Retry Workflow for Care Memberships
• Managing Payment Disputes in Flow
• Interpreting the Cancellations Report
• Interpreting the Benefits Usage Report
• Interpreting the Payments Report
• Interpreting the Care Enrollments Report

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