We've made ordering an IDEXX service from a SOAP super simple: it's almost identical to adding a normal product or service to a patient's record—albeit with some IDEXX-specific steps that you'll be familiar with.
Adding and Administering an IDEXX service to a Tx plan
If you've added treatments to a patient's record, this part of the process will look familiar to you.
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the IDEXX service you want to add
Select the 'Add' button to add it to the Tx plan
Select the 'Administer' icon
This will generate an IDEXX modal
Ordering the IDEXX Service: Reference
IDEXX has their own unique modal that appears when you add a reference IDEXX service (or services) to a patient's Tx plan.
In the modal, you'll need to:
Select the veterinarian
Tip: Not seeing the veterinarian you need? The textbox also allows free text for new additions
Add Specimen details (required for some labs)
Collection Method
Clinical History (optional)
Add any notes (optional)
Select 'Order'
Saving will populate a manifest form in a new tab. You can then print that form and send it with samples.
Ordering IDEXX Services: In-House
Note: If you ordered multiple in-house IDEXX tests, you will want to click the blue Administer Treatments button to bulk administer the tests. This will create one order for all the tests and send it to your VetLabStation.
IDEXX has their own unique modal that appears when you add an in-house IDEXX service (or services) to a patient's Tx plan.
In the modal, you'll need to:
Select the device for each service that has been ordered
Select 'Save'
The service will now be sent to the appropriate device to finish processing the test
Removing an IDEXX Service from a SOAP
If you need to remove the IDEXX service from a treatment plan:
Open the SOAP
Navigate to the Plan
Open the Tx History
Click the 'Undo' button on the right under actions
Note: you'll still need to cancel the lab within VetConnectPlus. This popup will remind you:
Ordering an IDEXX Service Without the Integration
If you've already ordered an IDEXX Service in VetConnectPlus and want to make sure it's added to the patient's invoice, you're able to order services without using the integration.
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the IDEXX service you want to add
Select the 'Add' button
Select the 'Edit' icon under 'Actions' in the Tx plan
From here:
Toggle the 'Administer Without IDEXX Integration' to the on position
Adjust the priority and add additional instructions (if needed)
Select 'Save'
Administer the treatment in the Tx Plan
Ordering an IDEXX Add On Reference Test
There are three common scenarios for Add On tests.
The Add On test is ordered with a primary panel at the time of visit.
The Add On test is ordered after the original sample was sent to the lab, no additional sample is required.
The Add On test is ordered after the original sample was sent to the lab, additional sample is required.
Ordering an Add On Test with a Primary Panel
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the IDEXX services you want to add
Select the 'Add' button to add it to the Tx plan
Click the blue Administer Treatments button to administer the tests at the same time
Note: If the tests are not administered together you will get an error "This service is an invalid addon"
Ordering an Add On Test after Original Sample was Sent - (No Additional Sample Required)
Call IDEXX lab to request the add on test. They will add the test onto your original requisition.
Navigate to the SOAP with the original primary test/panel
If the SOAP is "Locked," you will need to change the status to "Active."
If the Invoice is "Checked Out," you will need to change the status to "Active."
Navigate to the 'Plan' section
Scroll to 'Order Treatments"
Search for the IDEXX Add On test
Select the 'Add' button to add it to the Tx Plan
Select the 'Edit' icon under 'Actions' in the Tx plan
Toggle the 'Administer Without IDEXX Integration' to the on position
Select 'Save'
Administer test
Ordering an Add On Test after Original Sample was Sent - (Additional Sample Required)
Navigate to the SOAP with the original primary test/panel
If the SOAP is "Locked," you will need to change the status to "Active."
If the Invoice is "Checked Out," you will need to change the status to "Active."
Navigate to the 'Assessment' section
Scroll to 'Diagnostics' and locate the primary test panel
Click 3 dots under 'Actions'
Click 'Add or Edit'
The Idexx modal will appear. Select your Add On test(s) and click 'Update' in the bottom right.
A new requisition form will populate with the Primary test and the Add On test.
The Invoice will also be updated to reflect the add on test and add on pricing.