Purpose
Shepherd’s Cubex integration connects your practice management workflows with your Cubex inventory devices. When a patient is checked in or out of Shepherd, the integration automatically updates the Cubex cabinet. Medication orders entered in Shepherd also flow directly to Cubex, making them ready for dispensing without duplicate entry.
This streamlines patient check-ins, medication dispensing, and record-keeping, reducing errors and saving time.
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Enabled Integrations
Patient Integration
When a patient is checked in within Shepherd, their record automatically syncs to Cubex and activates at the cabinet.
The patient deactivates at Cubex when the SOAP status is set to Locked.
Profile Integration
When an item is added to the Plan (P) or Rx tab within the SOAP, the medication order is sent to Cubex.
This makes the item immediately available for issue at the Cubex cabinet for the active patient.
Activating the Cubex Integration
Activation steps vary depending on whether your clinic is new to Cubex or new to Shepherd but already using Cubex.
Step 1 – Send Reports to Cubex
New to Cubex: Email reports to the Cubex pre-implementation team at preimpteam@cubex.com.
New to Shepherd, existing Cubex user: Email reports to the Cubex integrations team at interfaces@cubex.com.
Reports to send
Inventory Items Report: Navigate to Reporting → Inventory Items Report → set Run Report By to Active Items and set Date & Time → select Download CSV.
User Report: Navigate to Admin → Users → Users tab, then click the Export Users icon
Step 2 – Configure the Integration in Shepherd
Go to Admin → Integrations → Cubex.
Enter credentials supplied by Cubex Support:
Database Name
Database Username
Database Password
Super Admin Username
Super Admin Password
Toggle the credentials switch to Active and select Save
Once successful, you’ll see an Enabled tag confirming the integration is active.
Missing credentials? Check for an email from support@cubex.com or interfaces@cubex.com. If you don’t see it, contact Cubex Support.
Linking Products to Inventory Items
To send medication orders and refills from Shepherd to Cubex, you’ll need to link products to inventory items:
Go to Admin → Products.
Search for the product under Products and Services.
Scroll down to Link with Inventory Item and toggle it on.
Search for and select the inventory item to link.
Confirm the inventory item details, edit if needed, then click Save.
Once linked, medication orders in SOAPs will automatically route to Cubex, ensuring accurate dispensing and tracking.
Utilizing the Integration
Patient Integration
Open the patient’s appointment in Shepherd.
Select Check In (or update Appointment Status to Checked In).
The patient will now appear at the Cubex cabinet.
At the end of the appointment:
Finalize the invoice and payment.
Update SOAP status to Locked.
The patient will be deactivated and removed from Cubex.
Profile Integration
To send a medication order
Open the active patient’s SOAP.
In the Plan (P) section, select treatments to issue.
Click Administer Treatments – the order is sent to Cubex.
For prescriptions
Go to the Rx tab of the SOAP.
Add the prescription item and click Save – the order is sent to Cubex.
For medication requests without an appointment
Add the medication in Shepherd.
The patient is temporarily activated in Cubex, and the order is queued.
At the Cubex cabinet
Select the active patient.
Locate the order sent from Shepherd.
Click Issue, complete the Cubex dispense workflow, and retrieve the item.
Once dispensed, the order is recorded, keeping Shepherd and Cubex in sync.
Need Help?
For questions or support, contact Cubex:
Email: support@cubex.com