Onboarding
Impromed
8min
how to set up mybalto foundation please reach out to our team at foundation\@mybalto com or message us through the chat widget in the mybalto foundation platform if you run into any issues or have any qeustions! how to add "mybalto foundation donation" line item to impromed step 1 on any page, click the covetrus logo > setup > products > product items step 2 this will open a window labeled "setup products (create)" go to the "general" tab enter the following information name mybalto foundation donation code 9999 sales tax none (because it is a donation) step 3 go to the pricing tab enter the base cost as $1 00 no other changes are needed step 4 click "ok" you have now successfully added the mybalto foundation donation to your pims! head back over to the mybalto foundation platform to verify your product please note that it may take until the next day for our system to be able to verify the product has been added if for some reason you have added your product, and you are still not seeing donations coming through, then verify the product name in your system matches " mybalto foundation donation " exactly, no extra spaces at the end verify you've added the product in the mybalto platform in your settings reach out to our team via email or by chat and we will gladly work with you to get it working! how to add "mybalto foundation donation" to client invoices step 1 go to your patient's "invoice" tab and select "add" button on the right side of your screen step 2 search for the "mybalto foundation donation" line item and select it step 3 based on the client's selection of a $1, $3, or $5 donation, adjust the "quantity" of the mybalto foundation donation to 1, 3, or 5, respectively (or if doing exact round up, 1 33 for $1 33 donation)