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Heska: Ordering Services

Order Heska Lab Services straight from a SOAP—and see results when they come in.

Updated over a week ago

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:

  1. Open the patient’s active SOAP

  2. Navigate to the Plan section.

  3. Scroll to Order Treatments.

  4. Search for and select the desired Heska service.

  5. Select Add to include it in the Tx plan

  6. 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:

  1. Open the patient's SOAP

  2. Navigate to the Plan section

  3. Open the Tx History

  4. 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:

  1. Open the patient’s active SOAP

  2. Navigate to the Plan section

  3. Scroll to Order Treatments

  4. Search for and select the appropriate Heska service

  5. Click Add to include it in the treatment plan

  6. In the Tx Plan, click the Edit icon under Actions

  7. Toggle on Administer Without Heska Integration

  8. Adjust priority or add instructions as needed

  9. Click Save

  10. 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:

  1. Open the patient’s record

  2. Navigate to the Diagnostics tab

  3. Find the test in the Completed Orders section

  4. 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.

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