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Sync diagnostic product records of Zoetis point-of-care diagnostics to CUBEX

If your organization uses CUBEX and you configured the integration for Zoetis point-of-care diagnostics, it is necessary to sync diagnostic product records of the integration to CUBEX. As a result, invoicing between CUBEX and ezyVet operates correctly.

  • Make sure that a practice manager configured the integration for Zoetis point-of-care diagnostics
  • Go to the settings of the integration for Zoetis point-of-care diagnostics and record the prefix text that shows in the Prefix for Codes box
Figure 1. Example of text shown in the Prefix for Codes box

Example of text shown in the Prefix for Codes box
Note: The Prefix for Codes text is applicable for step 6 of this procedure.
To sync the records, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set Record Type to Product.
    The Product record type
  4. In the All section, select the green plus button to add a filter.
    The All section
  5. Set the filter to Code(*For Wildcard).
    The Code(*For Wildcard) filter
  6. In the box of the filter, enter the applicable Prefix for Codes text and follow it with *
    If the applicable Prefix for Codes text is ZPOC_, enter ZPOC_*
    Example of prefix text
  7. Select Show Records.
    The Show Records button
  8. Select the applicable diagnostic test records.
  9. In the Perform Action section, select All or Selected.
    The All and Selected buttons
    Note: To change all records of the search results, select All. To change only the records that you select, select Selected.
  10. In the Action list, select Sync with Cubex.
    The Sync with Cubex setting
  11. Select Action.
    The Action button
    ezyVet shows a Sync with Cubex pop-up window.
  12. Select Set products to sync Cubex.
    ezyVet shows a confirmation message.
ezyVet syncs the diagnostic product records to CUBEX.