LifeLearn ClientEd Integration

The LifeLearn ClientEd integration allows you to attach articles to your products, diagnoses, and individual SOAPs to further educate your clients.

Setting up the Integration

1. Navigate to the Integrations tab under the Admin section and select LifeLearn ClientEd

   1. If you do not utilize LifeLearn yet, click Sign up to create your account

2. Sign into your LifeLearn account

3. From the ClientEd page, click on My Account in the top right, then click "API Key Information" and View Key

4. Select the API Key code and paste it into the API Key field in Shepherd

5. Click on Copy Code button and past the value into the Iframe field in Shepherd

6. Enter shepherd.vet in the Valid Domains field and click Submit

7. Enter your LifeLearn email within the Username field in Shepherd

8. Click "Validate Credentials"

9. Click the Save button

10. Toggle on the credentials

Attaching Articles to Products

Anytime a product with a linked LifeLearn article is administered, the article will automatically populate under the Discharge tab of the SOAP.

1. Under the Products tab in the Admin section, select the product you would like to attach an article to

2. Toggle on/expand the Discharge Instructions section and click "Import ClientEd Article"

3. Search, or browse, for the appropriate article(s)*

4. Once you have found an article you'd like to import, right click "Printable Version" (top right corner of the article) and select "Copy Link Address", then paste this link into the "Paste article link here" field.

5. Click "Import ClientEd Article"

*Note: You can attach multiple articles to the same product

Attaching Articles to Diagnoses

Anytime a diagnosis is added to a SOAP with a linked LifeLearn article, the article will automatically populate under the Discharge tab of the SOAP.

1. Under the Diagnoses tab in the Admin section, select the diagnosis you would like to attach an article to

2. Click "Import ClientEd Article"

3. Search, or browse, for the appropriate article(s)*

4. Once you have found an article you'd like to import, right click "printable Version" (top right corner of the article) and select "Copy Link Address", then paste this link into the "Paste article link here" field.

5. Click "Import ClientEd Article"

*Note: You can attach multiple articles to the same diagnosis

Attaching Articles Within a SOAP

If not adding a Diagnosis, or administering a treatment which has an article already attached, you can add one directly from the Discharge tab of a SOAP

1. Navigate to the Discharge tab (D) of the SOAP

2. Click "Import ClientEd Article"

3. Search, or browse, for the appropriate article(s)*

4. Once you have found an article you'd like to import, right click "printable Version" (top right corner of the article) and select "Copy Link Address", then paste this link into the "Paste article link here" field.

5. Click "Import ClientEd Article"