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.
Note: All labs must be ordered and administered in a SOAP for the integration to function properly. This includes initial tests, add-ons, repeat labs, and drop off labs/samples.
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.
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the ZRL service you want to add
Select the 'Add' button to add it to the Tx plan
Select the 'Administer' icon
This will generate a ZRL modal.
Note: If you ordered multiple ZRL tests, including Add On 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.
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:
Open the SOAP
Navigate to the Plan
Open the Tx History
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.
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the ZRL 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 ZRL Integration" toggle to the on position
Adjust the priority and add additional instructions (if needed)
Select 'Save'
Administer the treatment in the Tx Plan
