We've made ordering a Heska service from a SOAP simple—it follows the same process as adding any other product or service to a patient’s record, with just a few Heska-specific steps to keep in mind.
Adding and Administering a Heska Service to a Tx Plan
If you've added treatments to a patient's record before, this process will look familiar:
Open the patient’s active SOAP
Navigate to the Plan section.
Scroll to Order Treatments.
Search for and select the desired Heska service.
Select Add to include it in the Tx plan
Select Administer
Once administered, a Heska order is automatically sent from Shepherd to the analyzers through the DCU.
Removing a Heska Service from a SOAP
If you need to remove a Heska service from a treatment plan:
Open the patient's SOAP
Navigate to the Plan section
Open the Tx History
Click the Undo button under Actions
You’ll still need to cancel the test manually in Heska. A pop-up reminder will let you know that undoing the treatment in Shepherd does not cancel the Heska order automatically.
Ordering a Heska Service Without the Integration
If you've already run a test using Heska outside of Shepherd but want to ensure it's included on the patient's invoice:
Open the patient’s active SOAP
Navigate to the Plan section
Scroll to Order Treatments
Search for and select the appropriate Heska service
Click Add to include it in the treatment plan
In the Tx Plan, click the Edit icon under Actions
Toggle on Administer Without Heska Integration
Adjust priority or add instructions as needed
Click Save
Administer the treatment in the Tx Plan
Viewing Heska Lab Results
Once a test is completed, results are automatically transmitted from the Heska system and stored in the patient's record. To view them:
Open the patient’s record
Navigate to the Diagnostics tab
Find the test in the Completed Orders section
Click the test to view detailed results, including any attached documents or images
If results don’t appear as expected, check system connectivity and confirm that there are no pending syncs.
If you need further assistance, be sure to check out Troubleshooting Common Issues for additional steps and tips.