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General steps to use the Keystone Omni integration

It is important to know the general steps to configure and use the Keystone Omni integration with ezyVet.

This table gives each step and the applicable documentation:

StepTaskDocumentation
1A practice manager makes one dedicated supplier contact record for each modality that is necessary to use with Keystone Omni.Make a supplier contact record for a diagnostics integration
2A practice manager configures the Keystone Omni integration. And if they want to use more than one modality, they configuration the integration again for each modality.Configure the Keystone Omni integration for a
3A practice manager:
  1. Makes a diagnostic product that has the price of an applicable type of diagnostic imaging
  2. Makes a site diagnostic record for the diagnostic imaging type and configures it to use the diagnostic product as a billing trigger
Diagnostic products

Make a site diagnostic for a diagnostic imaging type

4Staff send diagnostic requests to Keystone Omni.Send a diagnostic request to Keystone Omni
5Staff open diagnostic imaging results from Keystone Omni.Open a diagnostic imaging result from Keystone Omni