Editing/updating an IDEXX Service

There are two places you can edit an IDEXX service:

While there is some overlap in terms of what you can edit, there are also unique fields within each section that allow you to change different things.

Updating an IDEXX Service from 'IDEXX Products'

Get to the IDEXX products section by:

  1. Clicking 'Admin'

  2. Selecting 'Products' from the dropdown

  3. Navigating to the 'IDEXX Products' tab

With that section open, click on a service to edit/update it.

Here's what you'll be able to update:

  • Active status: Active or inactive

  • Display name: how the service displays in Shepherd

  • Product category: determined by your practice's product/service database

  • Markup type/amount: percentage or fixed dollar amount

  • Pricing information: this price can be overwritten

    • List price/selling price

    • Markup

    • Minimum price (determined by combining the previous two)

  • Discharge instructions: automatically populate in a patient's record when the product is administered

Here's what an IDEXX service looks like from the IDEXX section.

Updating an IDEXX Service from 'Products/Services'

Get to your practice's products section by:

  1. Clicking 'Admin'

  2. Selecting 'Products' from the dropdown

Once you find the IDEXX service you want, click on it to edit.

Note: you can filter all IDEXX products in the 'Category Name' column.

Here's what you'll be able to update:

  • Active status: whether or not it's active or inactive

  • Product type: product, service, etc. (these will typically stay services)

  • Product category: Defaults to IDEXX; can be updated to other categories you already have/want to make

  • Display name: how the service displays in Shepherd

  • Selling price: the standard price you charge

    • Note: this can be different from list price

  • 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

  • Whether or not this service is:

    • Discountable

    • Taxable

    • Included in the medical record

  • Whether the service automatically generates:

    • Discharge instructions

    • Tasks

    • Updated patient status

Here's what an IDEXX service looks like from the 'Products' section.

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