Editing/updating an IDEXX Lab Service
Open your clinic's products section (Admin > Products)
Select the IDEXX Products tab
Search for and select the service you want to edit
Click the "Product Settings" button
Opening an IDEXX service from Products > IDEXX Products.
Once you've opened up the product, you'll be able to edit:
Status: Active or inactive
Product Type: Defaults to "Service;" can be updated
Product Category: Defaults to the name of the lab you integrate with; this can be updated
Display Name: how the product displays in Shepherd
List Price: this is automatically imported from the integration and can be overwritten*
Type: Dollar or percentage
Dispensing fee: a predetermined fee you charge for administration
Dispensing fee amount: how much that fee is; this can be determined by
The specific dispensing fee you apply
An amount specific to this service
Selling Price: What your practices charges clients for the service
This will be calculated by list price + markup unless, the "Override List Price" checkbox is selected.
*Tip: If your clinic gets special pricing, override the list price by selecting the "Override list price" checkbox next to "List Price."
Here's how to override a service's list price.
In this section, you can also edit or update other fields and automatic functions, like:
Whether or not this service is:
Included in the medical record
Tracked in inventory management
Whether the service automatically generates:
Updated patient status