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Vetek Labs Integration with Shepherd

Order, invoice, and view Vetek Labs diagnostic results directly in Shepherd patient records to streamline workflows and reduce duplicate entry.

Updated over a week ago

Purpose

The Vetek Labs integration ensures diagnostic services can be added, ordered, and invoiced in Shepherd, with results returning automatically to the SOAP. This saves time, reduces errors, and keeps records consistent across platforms.


Integration Overview

With Vetek Labs connected to Shepherd, you can:

  • Add services – Configure Vetek Labs diagnostic services as products in Shepherd.

  • Order tests – Place orders from the patient record, just like other services.

  • Invoice automatically – Services are billed at the time of ordering.

  • View results – Completed results flow directly into the SOAP.


Setting Up the Integration

What You Need

Before you begin, gather your Vetek Labs credentials:

  • Username

  • Password

  • Clinic ID

You’ll need these to activate the integration in Shepherd.

Setting Up the Integration

  1. In Shepherd, go to Admin → Integrations.

  2. Select Vetek Labs from the list.

  3. On your practice’s Vetek integration page, enter your:

    • Username

    • Clinic ID

    • Password

  4. Select Save.

  5. Toggle Active in the top-right corner of the page.

  • If your credentials are valid, you’ll see a green check mark above the Active toggle.

  • If not, an error message will appear. Double-check your entries or contact Vetek Labs for assistance.


Syncing Vetek Services

Once activated, the integration will begin downloading Vetek’s diagnostic services into Shepherd.

You can view these under: ​Admin → Products → Lab Integration Products → Vetek Products

  • This sync typically takes 5–30 minutes, depending on your internet speed.

  • Once complete, Vetek services will be available to order directly from patient SOAPs.


Adding Diagnostic Services

Best Practice Before You Begin

If you already have Vetek products/services in your Shepherd database that are not mapped, we recommend either:

  • Renaming them to make it clear they are not mapped to Vetek, or

  • Deactivating them to avoid confusion.

This ensures your team only uses properly linked Vetek services going forward.


Adding a Vetek Service

  1. Navigate to Admin → Products → Lab Integration Products → Vetek Products.

  2. Toggle Show Mapped off to view unmapped Vetek services.

  3. Search for the service you want to add by lab name or lab code.

  4. Click Edit in the Actions column.

  5. Toggle Active on to add the service.

  6. Select Product Settings to customize details like pricing, category, or visibility.

If you want to add multiple services at once:

  • Use the checkbox next to each service and click Add to Products.

  • Then toggle Show Mapped back on to customize the added services.


Pricing and Markup

  • You can set a default markup on the Vetek Products page. This markup will automatically apply to new products as they are mapped.

  • Updating the default markup later will not retroactively adjust existing products.

  • Vetek does not send list prices through the integration, so you’ll need to calculate and set selling prices manually.


Editing or Updating a Vetek Service

  1. Navigate to Admin → Products → Lab Integration Products → Vetek Products.

  2. Search for the service.

  3. Open Product Settings to update details.


Changing Product Status

  • If a product is toggled inactive, it moves to the Inactive list but remains mapped.

  • To reactivate it:

    1. Filter by inactive products under mapped services.

    2. Select the checkbox to mark it Active again.

    3. Edit settings if needed.


Ordering Services

Ordering Vetek services is nearly identical to adding regular treatments, with just a few Vetek-specific steps.

Adding & Administering a Service

  1. Open the patient’s active SOAP.

  2. Navigate to the Plan section.

  3. Scroll to Order Treatments.

  4. Search for and select the Vetek service you want to add.

  5. Click Add to add it to the treatment plan.

  6. Select the Administer icon.

  7. A Vetek modal will appear.

The Vetek Modal

The Vetek modal requires additional details for each order:

  • Specimen Date and Provider (required)

  • Source (optional)

  • Comments (optional)

When complete, click Save.


Removing a Vetek Service

  1. Open the SOAP.

  2. Go to Plan → Tx History.

  3. Click Undo in the Actions column.

You must also cancel the order in Vetek.


Ordering Without the Integration

If you already ordered directly through Vetek but want it invoiced in Shepherd:

  1. Open the patient’s active SOAP.

  2. Navigate to the Plan section.

  3. Scroll to Order Treatments.

  4. Search for and select the Vetek service.

  5. Click Add.

  6. In the Tx plan, select the Edit icon under Actions.

  7. Toggle on Administer Without Vetek Integration.

  8. Adjust priority and add any instructions if needed.

  9. Click Save.

  10. Administer the treatment in the Tx plan.


Viewing Results

Dashboard: Diagnostics

All ordered and completed Vetek services appear in the Diagnostics tab on the Shepherd dashboard. From the Actions column, you can:

  • View the related SOAP

  • View the result

  • Download the result


Syncing Results

Shepherd automatically syncs with integrated labs every 15 minutes. Once Vetek has completed a test, results will appear in the patient’s SOAP during the next sync.

Need results sooner? You can trigger a manual sync from either:

  • The Diagnostics dashboard, or

  • The patient’s active SOAP


Viewing Results in Shepherd

Results can be accessed in multiple ways:

  • From the Diagnostics dashboard

  • In the patient’s SOAP under the Assessment tab

  • From the Patient Lifecycle view


Mapping Orphaned Results

Occasionally, results may arrive without being tied to a SOAP (for example, if ordered directly through Vetek Labs). These are called orphaned results.

To map an orphaned result:

  1. Confirm that the SOAP you want to map the result to is active.

  2. Locate the orphaned result in the Diagnostics dashboard.

  3. Open the Actions menu.

  4. Select Map to SOAP.

  5. Choose the correct client, patient, and SOAP.

  6. Click Save.


Test Status

Vetek services display one of the following statuses:

  • Created – Service has been started.

  • Preparing – Service added to the Tx plan but not yet sent to the device.

  • Pending – Service sent to the device and awaiting processing.

  • Completed – Service fully processed; results available.

  • Orphaned – Service ordered outside of Shepherd; results ready to be mapped.

  • Orphaned (Mapped) – Orphaned result has been successfully mapped to a SOAP.

  • Canceled – Service canceled on the device.


Need Help?

If you have issues with setup, ordering, or results:

  • Contact Shepherd Support through in-app chat.

  • Or reach out to Vetek Labs Support directly.

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