CSI-360 Integration enters Open Beta on November 5th, 2025!
Purpose
The CSI-360 integrates seamlessly with Shepherd to streamline record keeping and improve workflow efficiency. Importing patient from Shepherd allows you to assign doses to patients right from the CSI-360 screen and ensures that DEA compliant reports can be sent straight to your email. CSI-360 integration with Shepherd enhances accuracy, efficiency, and compliance for your practice - giving you more time to focus on patient care.
Patient Integration
Assign doses to patients while checking in or dispensing items
Provides the latest patient information for each transaction - ensuring reports are always up to date
Generate patient-specific reports for easy invoices and record updates
Activating the CSI-360 Integration
Enable the integration in Shepherd
Navigate to Admin → Integrations, find UI Devices: CSI-360 Controlled Substance Cabinet.
Toggle Enable Integration on.
Send activation details to UID (CSI-360)
Email pims@uidevices.com with the following details:
Subject: New activation for Shepherd Practice: [Your Practice Name]
Body: Clinic ID (from Shepherd)
CSI-360 License Key (found in: Settings-->System--> License)
UID will confirm integration status and provide next steps.
Wait for notification from UID before completing the next steps
Enabling Shepherd integration within the CSI-360
From the Dashboard → Settings, select the System tab.
Select License, then press and hold Refresh License.
Wait for CSI-360 to reboot.
Return to Dashboard → Settings → System.
Select the UID Cloud tab.
Check I agree to the terms of the EULA.
Select Run Cloud Readiness Test.
After completion, select Enable UID Cloud Services.
Navigate to the PIMS Settings tab.
Choose Shepherd from the dropdown menu.
Check I agree to the terms of the EULA.
Select Connect.
Need Help?
The UID team is ready to assist with setup and support:
Email: orders@uidevices.com
Phone: 224-444-8484