We've made ordering a 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.

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. Select the 'Add' button to add it to the Tx plan

  6. Select the 'Administer' icon

  7. This will generate a ZRL modal.

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.

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)

  • Select 'Save'

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

Removing a 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. Select 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 a 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.

  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. Select the 'Add' button

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

From here:

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

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

  3. Select 'Save'

  4. Administer the treatment in the Tx Plan


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