Once the integration is active, you'll need to configure diagnostic products within Shepherd to ensure they're available for selection when ordering tests. While you'll have access to Heska’s full diagnostics library, you likely won’t need every available test. To keep things organized and efficient, it’s important to add and map only the tests your practice uses to your Shepherd Products database.
If you already have Heska services in your Shepherd Products database that are not mapped to Heska, we strongly recommend either:
Renaming the existing test to clearly indicate that it is not mapped to Heska
Deactivating all non-mapped products to prevent confusion when ordering lab tests.
Adding Heska Diagnostic Products to Shepherd
Navigate to Admin -> Products -> Lab Integration Products -> Heska Products
Deactivate the Show Mapped toggle
Once products have been activated/mapped, they will display by default when viewing the main Heska database
Search for the Product you want to add
You can search by lab name or code in the main search bar
Select edit from the actions section on the right-hand side
Select the Active toggle to add the service to your mapped products
Select Product Settings
From here, you'll be able to edit the test name, adjust pricing, and customize your product settings
Adding Groups of Services
If you would like to add a group of Heska services to your database you can select the checkbox on the left of each service Add to Products. After this, you will need to enable the Show Mapped toggle to then edit/customize the services just added.
Editing/Updating a Heska Product
Navigate to Admin -> Product
Select Lab Integration Products -> Heska Products
Search for and select the test you want to edit
Select the 'Product Settings' button
Changing Product Status From Inactive to Active
If a product status is changed to inactive by toggling off Active the product will then populate in the inactive status. It does not go back to being un-mapped again.
To activate an inactive product:
Filter Status under mapped tests to Inactive
Select the Activate/Deactivate box to mark the test Active
Make edits to the test as needed
