When diagnostic partners release updates, you may see test codes become inactive or trigger invalid ID errors. These updates often retire old codes and introduce new ones that require manual activation.
This article explains how to review, activate, and update diagnostic test codes in Shepherd.
Why test codes change
Diagnostic providers update test codes to meet regional standards or streamline their systems. These updates can:
Deactivate older codes
Add new or replacement codes
Affect workflows that use the original codes
When codes change, previously active ones may stop working or disappear from your system.
Find and activate updated test codes
If a test is missing or shows an error:
Go to Admin → Products → Lab Integration Products.
Select the correct lab (if there are multiple).
Turn on Show mapped.
Filter by Inactive or All.
Find and activate the updated test code based on the provider’s current list.
If you don’t see the test listed, turn off Show mapped to check unmapped options.
If you see an invalid ID error, enable Show mapped and filter by Inactive or All to locate and activate the correct code.
Example: A newly released test code may already exist but be inactive. Adjusting your filters will help you find and activate it.
Handle retired test codes
Some diagnostic codes are retired and can’t be reactivated. These codes show a yellow triangle warning icon.
If a code is flagged and won’t save when edited, it’s likely deprecated. Avoid using these codes, even if they appear in older bundles or templates.
Example: If a legacy test code has been replaced, use the new version in its place.
Update bundles and workflows
After activating a new code:
Update pricing: Review and adjust pricing for the new test.
Edit bundles or templates: Replace the retired code with the new one in all related bundles, protocols, and templates.
Keeping your codes current ensures smooth test selection and prevents workflow errors.
