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MicroVet: Ordering Services
MicroVet: Ordering Services

Order MicroVet services straight from a SOAP—and see results when they come in.

Updated over a year ago

This integration is currently in Beta testing.

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

We've made ordering a MicroVet 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 MicroVet-specific steps that you'll be familiar with.

Adding and Administering a MicroVet 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 MicroVet 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 MicroVet modal

Ordering MicroVet Services

MicroVet has a unique modal that appears when you add a service (or services) to a patient's Tx plan.

In the modal, you'll need to:

  • Select the Specimen Date and Provider for each order

  • (Optional) Enter a Source per service

  • Select 'Save'

  • Services will be sent to the appropriate device to finish processing the test

Removing a MicroVet Service from a SOAP

If you need to remove the MicroVet service from a treatment plan:

  1. Open the SOAP

  2. Navigate to the Plan

  3. Open the Tx History

  4. Click the 'Undo' button on the right under actions

Note: you'll still need to cancel the lab within MicroVet. This popup will remind you:

Ordering a MicroVet Service Without the Integration

If you've already ordered a MicroVet Service outside of Shepherd 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 MicroVet 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 MicroVet 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

Next: Results
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