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 an 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
IDEXX has a unique modal that appears when you add a 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' toggle to the on position
Adjust the priority and add additional instructions (if needed)
Select 'Save'
Administer the treatment in the Tx Plan
