The Trupanion integration connects Digitail directly to the Trupanion Vet Portal, so your team can manage insurance for Trupanion-covered patients without leaving the PIMS.
With the integration active, your clinic can:
See which patients have Trupanion coverage, directly in Digitail
Access appointments and patient data synced from Digitail in the Trupanion Vet Portal
Submit insurance claims without re-entering data
Request pre-approvals for expensive or complex treatments
Receive Trupanion payment directly at patient check-out
Run end-of-day payment reconciliation reports
ℹ️ This integration is developed and maintained by Trupanion. It is currently available in the United States, Canada, and Australia. For setup, billing, and integration support, contact Trupanion directly. For in-PIMS questions, reach out to Digitail support via the chat widget.
💡 Looking to send an insurance offer to an uninsured patient? See Trupanion Exam Day Offer (EDO) for that workflow.
Before You Start
Make sure:
Your clinic has an active Trupanion vet portal account
You have admin permissions in Digitail
How to Connect Trupanion to Digitail
This integration is set up by the Trupanion team. To get started:
Contact Trupanion and let them know your clinic uses Digitail
Their team will enable the integration and connect it to your Digitail account
Once active, Trupanion-insured patients will be flagged directly in Digitail
Claims Submission
Once the integration is active, you can submit Trupanion claims directly from Digitail — patient and visit data flows through automatically, with no need to re-enter information.
How it works
Complete the visit and finalize the SOAP record as usual
Submit the claim to Trupanion directly from within Digitail
Track the claim status from the patient's record
Trupanion processes the claim — payment is received directly at check-out and reconciled automatically
Pre-Approval Requests
For expensive or complex treatments, you can request a pre-approval from Trupanion before proceeding. This gives pet owners clarity on what their policy covers, helping with informed decisions and improving case acceptance rates.
How it works
From the patient's record, initiate a pre-approval request to Trupanion
Trupanion reviews the request and responds with coverage details
You and the pet owner can confirm the treatment plan with full coverage visibility
Things to Keep in Mind
Only patients with an active Trupanion policy are eligible for claims submission and pre-approval through this integration
Make sure the patient's policy ID is saved to their profile in Digitail for the integration to work correctly
Support
The Trupanion integration is a third-party integration developed by Trupanion. For setup, vet portal account questions, claims, or billing, contact Trupanion directly at info@trupanion.com or 888 733 2685.