Adding and Ordering ZRL Services from a SOAP

We've made ordering an ZRL 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 ZRL-specific steps that you'll be familiar with.

Any ZRL services you order will be automatically added to the invoice associated with this record.

Here's what you need to do:

  1. Add/administer the service to the Tx plan

  2. Order the service

  3. Sync and see the results

    • (Shepherd automatically syncs the results every 15 minutes, but you can sync manually, if you want)

Adding and Administering a ZRL 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.

  1. Open the patient's active SOAP

  2. Navigate to the 'Plan' section

  3. Scroll to 'Order Treatments'

  4. Search for and select the ZRL service you want to add

  5. Click the 'Add' button to add it to the Tx plan

  6. Click the 'Administer' icon

This will generate an ZRL modal.


Tip: If you want to run multiple labs at the same time, administer them all by clicking the down arrow (pink) > 'Administer Treatments' in the 'Order Treatments' section of the patient's plan. This ensures the labs will run at the same time.


Ordering the ZRL Service

Zoetis Reference Labs have their own unique modal that appears when you add a ZRL service (or services) to a patient's Tx plan.

The ZRL modal. This appears after you press the 'Administer' button.

In the modal, you'll need to:

  • Select the provider



    Tip: Not seeing the provider you need? Zoetis manages this list, so reach out to them to get things sorted out.


  • Choose the source (optional)

  • Add any comments (optional)

  • Click 'Save'

Saving will populate a manifest form in a new tab. You can then print that form and send with samples.

Removing an ZRL Service from a SOAP

If you need to remove the ZRL service from a treatment plan:

  1. Open the SOAP

  2. Navigate to the Plan

  3. Open the Tx History

  4. Click the 'Undo' button on the right under actions

Note: you'll still need to cancel the lab with ZRL. This popup will remind you:

Ordering a ZRL Service Without the Integration

If you've already ordered an ZRL Service and want to make sure it's added to the patient's invoice, you're able to order services without using the integration.

To do that:

  1. Open the patient's active SOAP

  2. Navigate to the 'Plan' section

  3. Scroll to 'Order Treatments'

  4. Search for and select the ZRL service you want to add

  5. Click the 'Add' button

  6. Click the 'Edit' icon under 'Actions' in the Tx plan

This opens the ZRL service.

Editing a ZRL service with the 'Administer Without ZRL Integration' toggle in the on position

From here:

  1. Toggle the 'Administer Without ZRL Integration" toggle to the on position (above)

  2. Adjust the priority and add additional instructions (if needed)

  3. Click 'Save'

  4. Administer the treatment in the Tx Plan

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