Onboarding

Shepherd

14min



How to set up myBalto Foundation



Step 1

  • Login to your Shepherd Portal
On the left hand side, click on Admin and scroll down until you see "Integrations".
On the left hand side, click on Admin and scroll down until you see "Integrations".


Step 2

Click on "Integrations"
Click on "Integrations"


Step 3

  • cid:4206483422*ii_liepv9b31Scroll down the integrations list until you see myBalto. Click on this integration.
Click on the myBalto Integration
Click on the myBalto Integration


Step 4

  • Toggle the "enable integration" button until you see a Green checkbox reading Enabled



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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"
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Step 6

  • Copy your clinic name exactly as it is listed below (example would be "myBalto Demo")



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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"
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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. 
    • Parent Category can remain blank
    • Automatically Discountable should remain off
    • Hit "Save"
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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"
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Step 11

  • 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
    • 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
    • Hit SAVE
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Updated 01 Aug 2024
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