Skip to main content

Cubex Integration with Shepherd

Shepherd’s Cubex integration syncs patient check-ins and medication orders with Cubex cabinets for seamless dispensing and accurate tracking.

Updated over 2 weeks ago

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.

Request more information about Cubex here


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

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 AdminIntegrationsCubex.

  • 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:

  1. Go to AdminProducts.

  2. Search for the product under Products and Services.

  3. Scroll down to Link with Inventory Item and toggle it on.

  4. Search for and select the inventory item to link.

  5. 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:

Did this answer your question?