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LifeLearn ClientEd Integration
LifeLearn ClientEd Integration

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

Updated over a year ago

  1. On the Integrations tab under Admin in your Shepherd menu, select LifeLearn ClientEd (If you do not utilize LifeLearn yet, click Sign up to create your account)

  2. Select + Add New (keep this open, you'll gather details to populate these fields from your LifeLearn Account)

  3. In another browser tab, sign into your LifeLearn account at http://new.lifelearn-cliented.com/

  4. From the homepage, click the person icon in the upper right corner and select My Account from the dropdown

    Select API Key Information from the list under the My Account heading

  5. There are 3 sections on this page:

    1. Under API Key, select View Key; copy the API Key

      Back in Shepherd, paste the API Key into the API Key field in the modal you opened in step 2.

    2. Under Iframe code, click the Copy Code button

      Back in Shepherd, paste the Iframe code value in Iframe field in the modal you opened in step 2.

    3. Under Valid Domains in your ClientEd account, enter shepherd.vet in the Valid Domains open text field, then click Save Information (there is no action in Shepherd for the valid domains step)

    Return to Shepherd to complete activation of the ClientEd integration...

  6. Enter the email address you use to log in to LifeLearn in the Username field, which should be the last remaining field without value in the + Add New modal you opened in step 2.

  7. Click "Validate Credentials"

  8. Click the Save button

  9. Toggle on the credentials

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, filter or browse, for the appropriate article(s)

  4. Once within an article, you'll see the Import ClientEd Article button is enabled.

  5. Click "Import ClientEd Article" to import the article you're currently viewing

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, filter or browse, for the appropriate article(s)

  4. Once within an article, you'll see the Import ClientEd Article button is enabled.

  5. Click "Import ClientEd Article" to import the article you're currently viewing

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

  5. Once within an article, you'll see the Import ClientEd Article button is enabled.

  6. Click "Import ClientEd Article" to import the article you're currently viewing

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