Settings of the IDEXX Reference Laboratories integration that control automatic changes
A practice manager can configure the IDEXX Reference Laboratories integration to automatically change records and information that are applicable to the integration’s diagnostic tests. The automatic changes can help decrease the manual work that is necessary to keep accurate diagnostic tests and accurate cost information in your site.
To do the configuration for automatic changes, use the settings that show in the Auto-update settings section of the integration settings screen:
- Supplied diagnostic test
- A diagnostic test that is available directly in ezyVet from a diagnostics integration.
- Custom supplied diagnostic test
- A diagnostic test that a customer configures and that has a relation to one or many supplied diagnostic tests.
- Diagnostic product
- An ezyVet product record that has Type set to Diagnostic in its configuration. ezyVet uses diagnostic products for automatic invoicing of diagnostics. Thus, a diagnostic product has the pricing information of a related diagnostic test. A diagnostic product usually has a relation with a supplied diagnostic test, a custom supplied diagnostic test, or a site diagnostic test.
- Diagnostics supplier
- An organization that gives diagnostics products and services (for example, diagnostic tests and diagnostic imaging).
This table gives each setting and its function:
| Setting | Function |
|---|---|
| Auto-update supplied diagnostic names when imported from web service | If you set Auto-update supplied diagnostic names when imported from web service to YES: ezyVet changes the names of its supplied diagnostic tests to the names of the related tests of the diagnostics supplier. |
| Auto-enable new supplied diagnostics when imported from web service | If you set Auto-enable new supplied diagnostics when
imported from web service to YES: When the
diagnostics supplier adds a new diagnostic test, ezyVet automatically makes it available as
an enabled supplied diagnostic test. If you set Auto-enable
new supplied diagnostics when imported from web
service to NO: When the diagnostics supplier
adds a new diagnostic test, ezyVet
automatically makes it available as a disabled supplied diagnostic
test. Note: If you set
Auto-enable new supplied diagnostics when
imported from web service to
YES when you configure the
integration for the first time, the integration enables all
supplied diagnostic tests. |
| Auto-create products for supplied diagnostics | The Auto-create products for supplied diagnostics setting has different functions for related conditions. |
Condition 1:
As a result, the integration:
|
|
Condition 2:
As a result, the integration:
|
|
Condition 3:
Result: The integration uses the diagnostic product to set the billing trigger of the supplied diagnostic test. |
|
|
Note: The Auto-create products for
supplied diagnostics cannot automatically make a
diagnostic product for a custom supplied diagnostic test. You
must:
|
|
| Update products for supplied diagnostics | The Update products for supplied diagnostics setting has different functions for related conditions. |
Condition 1:
As a result, the integration:
|
|
Condition 2:
Result: The integration does not change the name or code of the diagnostic product. |
|
Condition 3:
Result: The integration disables or enables the diagnostic product. |
|
Condition 4:
Result: The integration does not disable or enable the diagnostic product. |
|
|
Note: The Update products for supplied
diagnostics setting cannot automatically change the
information of a diagnostic product that has a relation with a
custom supplied diagnostic test. You must:
|
|
| Update product cost for supplied diagnostics | The Update product cost for supplied diagnostics setting has different functions for related conditions. |
Condition 1:
Result: The integration changes the cost price of the diagnostic
product. Note: If the integration changes
the cost price of the diagnostic product and the product is a
fixed-price product:
Note: If the integration
changes the cost price of the diagnostic product and the product
is not a fixed-price product:
|
|
Condition 2:
Result:
|
|
Condition 3:
Result:
|
|
| Update cost price based on contract price | Condition 1: Update product cost for supplied
diagnostics is set to
NO. Result: The Update cost
price based on contract price is not available. Note: If a supplied diagnostic test does not
have a contract price, the test uses IDEXX's list
price. Note: If a supplied
diagnostic test has a contract price, the contract price
overrides IDEXX's list price. |
Condition 2:
Result: The integration changes the cost price of the diagnostic product to the contract price of the supplied diagnostic test. |
|
Condition 3:
Result: The integration does not change the cost price of the diagnostic product to the contract price of the supplied diagnostic test. |
|
Condition 4:
Result:
|
|
Condition 5:
Result:
|
|
| Cost updates require approval | If you set Cost updates require approval to YES, the integration does not automatically change diagnostic product pricing. You must use the Jobs dashboard tab to manually approve each price change of the diagnostic products. |