This integration is currently in Beta testing.
An announcement will be made when it is available to all customers.
We've made ordering a Midwest Vet 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 Midwest Vet-specific steps that you'll be familiar with.
Adding and Administering a Midwest Vet 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.
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the Midwest Vet service you want to add
Select the 'Add' button to add it to the Tx plan
Select the 'Administer' icon
This will generate a Midwest Vet modal
Ordering Midwest Vet Services
Midwest Vet 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'
Removing a Midwest Vet Service from a SOAP
If you need to remove the Midwest Vet service from a treatment plan:
Open the SOAP
Navigate to the Plan
Open the Tx History
Click the 'Undo' button on the right under actions
Note: you'll still need to cancel the lab within Midwest Vet. This popup will remind you:
Ordering a Midwest Vet Service Without the Integration
If you've already ordered a Midwest Vet 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.
Open the patient's active SOAP
Navigate to the 'Plan' section
Scroll to 'Order Treatments'
Search for and select the Midwest Vet service you want to add
Select the 'Add' button
Select the 'Edit' icon under 'Actions' in the Tx plan
From here:
Toggle the 'Administer Without Midwest Vet Integration' toggle to the on position
Adjust the priority and add additional instructions (if needed)
Select 'Save'
Administer the treatment in the Tx Plan
