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IDEXX Web PACS: Adding Diagnostic Services
IDEXX Web PACS: Adding Diagnostic Services

Here's how to add the IDEXX services to Shepherd.

Updated over a year ago

This integration is currently in Beta testing.

An announcement will be made when it is available to all customers.

Tip: If you already have IDEXX products/services in your Shepherd product database that are not mapped to IDEXX, we’d recommend either:

  1. Changing the existing name to make it clear it's not mapped to IDEXX

  2. Deactivating all non-mapped products

Note: You need to set up your IDEXX integration if that hasn't already been done.

Adding an IDEXX Service

Under Admin > Products > Imaging Integration Products, locate the IDEXX PACS Products tab

  1. Deactivate the 'Show Mapped' toggle

    1. Once services have been added/mapped, they will display by default when viewing the main IDEXX database

  2. Select 'Sync IDEXX PACS modalities'

    1. Modalities that belong to Locations linked in Shepherd will appear

    2. When new modalities are added, or existing ones are modified, you may sync the changes by clicking on the 'Sync IDEXX PACS modalities' button

  3. Search for the service you want to add

    1. You can search by modality name in the search bar

  4. Select 'edit' from the actions section on the right-hand side

  5. A modal will appear where you can choose a Display Name and Selling Price for your new product

  6. Once a modality is mapped to a new product, it will appear in the table when the 'Show Mapped' toggle is selected

List Prices & Default Markup

If you add a default markup on the main IDEXX Products page, this automatically adds the markup to new products as they are mapped. Note: if you add or change the default markup, this will not be retroactively added to already mapped products.

The default markup is used to calculate the selling price based on the standard list price. The standard list price is set by IDEXX.

Note: at this time, IDEXX does not send over any list prices through the integration so you will have to calculate your selling prices manually.

Editing/Updating an IDEXX Service

  1. Open your clinic's products section (Admin > Products)

  2. Select the IDEXX PACS Products tab under the Imaging Integration Products tab

  3. Search for and select the service you want to edit

  4. Select the 'Product Settings' button

Changing Product Status From Inactive to Active

In Product Settings, a product status can be changed to inactive by toggling off 'Active'.

You can also activate products directly from the IDEXX PACS Products tab:

  1. Filter status under mapped products

  2. Select the box to mark the product active

  3. Make edits to the product as needed

Next: Ordering services
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