Shepherd

how to set up mybalto foundation step 1 login to your shepherd portal step 2 step 3 cid 4206483422 ii liepv9b31scroll down the integrations list until you see mybalto click on this integration step 4 toggle the "enable integration" button until you see a green green checkbox reading enabled warning! if you disable this integration, you will no longer be able to receive funds from the mybalto foundation! step 5 head back over to you admin settings, and click on "clinic settings" step 6 copy your clinic name exactly as it is listed below (example would be "mybalto demo") step 7 head back to the mybalto foundation platform paste this back into the mybalto foundation then click on "verify" if you've successfully connected your account, you will be able to proceed to the next step if you receive an error message, please review the common mistakes we see confirm you did not add another space at the end of your business name please verify your address that you entered in step 3 of the mybalto onboarding process matches exactly with your address in shepherd if all of the above still does not correct the issue, please reach out to onboarding\@mybalto com and the team will assist you step 8 now that you have successfully verified your account, let's add the mybalto products to your system for super easy tracking head on over to your admin settings and click on "products" click on the 2nd tab at the top called "product categories" click the blue button "add new" "add new" step 9 add a new product cateory make sure it is active name 9999 mybalto foundation please copy and paste the above, do not add any additional spaces or change the formatting of the text please copy and paste the above, do not add any additional spaces or change the formatting of the text parent category can remain blank automatically discountable should remain off hit "save" step 10 now let's add (1) product to your new category click on the 1st tab "products & services" click the blue button "add new" "add new" step 11 add your first product add your first product make sure it's active product type => product product category => 9999 mybalto foundation search for this category (see step 10 if you have any issues) display name => mybalto foundation donation please copy and paste the name above please copy and paste the name above linked inventory item => uncheck product price selling prices => $1 00 min price => $1 00 dispensing fee => other dispensing fee amount => $0 00 discharge instructions => no automatic task => no included in medical record => no product default directions => no other controlled => uncheck automatically discountable => uncheck taxable => uncheck included on invoice => check check hit save