ezyVet
How to add "myBalto Foundation Donation" line item:
Get ezyVet Partner API Credentials-
The following outlines the steps required to get your ezyVet Partner API credentials.
Step 1:
Log into ezyVet with relevant admin privileges
Step 2:
Click on the ‘Admin’ tab
Step 3:
Use the drop-down box on the left of the screen and select Integration
Step 4:
In the Integration Search Box type and select “API Partner”
Step 5:
Select MyBalto Foundation from the Partner drop down box and then click ‘Save’
Step 6:
Underneath ‘Scopes’ click ‘Select All’ and then Click ‘Save’
Step 7:
Click ‘Download Credentials’. Your browser will then download a file named credentialsapi.txt.
Upload Credentials to the myBalto Foundation Platform
The following section details how to upload your ezyVet API credentials to the myBalto Foundation Platform.
Step 8:
During onboarding, In the myBalto Platform, upload your credentials (.txt file)
Step 9:
Hit "Verify"
Add myBalto Foundation Line Item to ezyVet
In order to add the myBalto Foundation Donation to your ezyVet instance please follow the below instructions.
Step 1:
In order to add the myBalto Foundation Donation to your ezyVet instance please follow the below instructions.
Step 2:
Click on the ‘Admin’ tab
Step 3:
Use the drop-down box on the left of the screen and select Products
Step 4:
By default, a "New Product" page should open up, and the below information will need to be filled out:
Product code => 9999
Product Name => "myBalto Foundation Donation" (please copy and paste this exactly as it is).
Primary Group => Service Fee
Properties:
Excluded from Staff Sales Figures => Yes
Has Direct Cost (Has Markup) => No
Available on Customer Panel => No
Type => Standard
Is Controlled Drug => No
Relates to Patient Death => no
Bundle => No
Is Bought => No
Is Sold => Yes
Inventory Track => No
Pricing ($)
Department => make sure it's available for your entire organization / locations.
Price => 1.00
Tax Rate => E (exempt) 0%
Inc. Tax => Calculation should equal 1.00
Service Fees => No
Step 5:
Once you have added the above information, click on "Save"
Step 6:
After you added the myBalto Foundation product, go back to the myBalto Foundation platform and complete your onboarding steps.
Disabling the Integration in ezyVet
If you no longer wish to use the integration, it can be disabled by following the below instructions.
Step 1:
Log into ezyVet with relevant admin privileges
Step 2:
Click on the ‘Admin’ tab
Step 3:
Use the drop-down box on the left of the screen and select Integration
Step 4:
Use the search bar on the left-hand side of the screen to search for the integration
Step 5:
Select the integration and look on the right-hand side of the screen for the DISABLE button
Step 6:
Select DISABLE
Step 7:
A Pop-up will appear where you can confirm the disable by selecting DISABLE again
Note: We can select labels to this later