The myBalto Charitable Fund is an opportunity to give every veterinarian a critical resource to help pets when they need it most. Whether the client has fallen on hard times or has poor credit, the myBalto Charitable Fund allows the veterinarian to provide care at their discretion without sacrificing hospital resources or contributing to the ever-present compassion fatigue. myBalto's goal is to make the veterinary industry better for our pets, our clients, and our veterinary family.
Signing up with myBalto
Schedule a call with the myBalto team to get started here!
Activating the myBalto Integration
Step 1
Login to your Shepherd Portal
On the left-hand side, click on Admin and scroll down until you see "Integrations"
Step 2
Select "Integrations"
Step 3
Scroll down the integrations list until you see myBalto and select this integration
Step 4
Toggle the "enable integration" button until you see a Green checkbox reading Enabled
WARNING!
If you disable this integration, you will no longer be able to receive funds from the myBalto Foundation!
Step 5
Head back to Admin Settings, and select "Clinic Settings"
Step 6
Copy your clinic name exactly as it is listed below (example would be "myBalto Demo")
Step 7 - Head back to the myBalto Foundation Platform
Paste this back into the myBalto Foundation
Then click on "Verify"
If you've successfully connected your account, you will be able to proceed to the next step.
If you receive an error message, please review the common mistakes we see:
Confirm you did not add another space at the end of your business name
Please verify your address that you entered in Step 3 of the myBalto Onboarding process matches exactly with your address in Shepherd.
If all of the above still does not correct the issue, please reach out to onboarding@mybalto.com and the team will assist you.
Step 8 - Return to your Shepherd account
Now that you have successfully verified your account, let's add the myBalto products to Shepherd.
Head on over to your Admin settings and click on "Products"
Click on the 2nd tab at the top called "Product Categories"
Click the blue button "Add New"
Step 9
Add a new Product Cateory
Make sure it is ACTIVE
Name: 9999 myBalto Foundation
Please copy and paste the above, do not add any additional spaces or change the formatting of the text.
Parent Category can remain blank
Automatically Discountable should remain off
Hit "Save"
Step 10
Now let's add (1) Product to your new Category
Click on the 1st tab "Products & Services"
Click the blue button "Add New"
Step 11
Add your first product:
Make sure it's Active
Product Type => Product
Product Category => 9999 myBalto Foundation
Search for this category (see step 10 if you have any issues)
Invoice Line Item Name (formerly Display Name) => myBalto Foundation Donation
Please copy and paste the name above
Linked Inventory Item => Uncheck
Product Price
Selling prices => $1.00
Min price => $1.00
Dispensing Fee => Other
Dispensing Fee Amount => $0.00
Discharge Instructions => No
Automatic Task => No
Included in Medical Record => No
Product Default Directions => No
Other:
Controlled => Uncheck
Automatically Discountable => Uncheck
Taxable => Uncheck
Included on Invoice => Check
Hit SAVE
Step 12
Add your second product:
Make sure it's Active
Product Type => Product
Product Category => 9999 myBalto Foundation
Search for this category (see step 10 if you have any issues)
Invoice Line Item Name (formerly Display Name) => myBalto Foundation Round Up
Please copy and paste the name above
Linked Inventory Item => Uncheck
Product Price
Selling prices => $0.01
Min price => $0.01
Dispensing Fee => Other
Dispensing Fee Amount => $0.00
Discharge Instructions => No
Automatic Task => No
Included in Medical Record => No
Product Default Directions => No
Other:
Controlled => Uncheck
Automatically Discountable => Uncheck
Taxable => Uncheck
Included on Invoice => Check
Hit SAVE
How Does it Work?
At checkout, if a client wishes to donate to your myBalto charity fund, add the myBalto products to a client's invoice.
Add the myBalto Foundation Donation product if a client is donating a set dollar amount
Add the myBalto Foundation Round Up product if a client would like to round up their bill to the nearest dollar
Adjust the quantity depending on the amount the client would like to donate
For example, for a $5 donation, add the myBalto Foundation Donation product and set the quantity to 5.
As another example, if a client would like to round up their bill, first you will have to calculate the number of cents it will take to bring the total bill to the nearest dollar.
For this invoice, the round up donation would be $0.75, therefore you would add the myBalto Foundation Round Up product and set the quantity to 75.
Resources
FAQs
How much does it cost to use the myBalto Charitable Fund?
myBalto's goal is to help as many vet hospitals as we can and the best way to do that is to offer the myBalto Charitable Fund as a FREE service. However, to help cover overhead costs and software fees, myBalto takes between 5% - 8% of the funds accumulated by each hospital, and is reviewed semi-annually by the Board of Directors.
Questions?
myBalto Support:
Shepherd Support:
Live chat with customer care directly on the Shepherd application
1.888.655.8772