Onboarding
Instinct
13min
how to set up mybalto foundation step 1 mybalto platform navigate to settings => veterinary mgt software step 2 click on instinct (please click the "legacy" instinct for now) click on "instructions to connect your vms" (that should bring you to this page) step 3 send email to instinct for your hospital's specific api credentials please copy the below email and send to kim\@instinct vet and cc' foundation\@mybalto com dear kim, can you provide me the api credentials to connect our hospital, (hospital name) with the mybalto foundation thank you! this may take between 24 48 hours depending on how quickly the instinct team takes to respond to you you then must log in to the provided form and send your credentials to foundation\@mybalto com we will then be able to connect your account please note, you will need to sign instincts api agreement! step 4 get started! while you wait for confirmation from us, feel free to move foward with the below and get started rounding up! note you won't be able to submit a claim until we have your credentials add the mybalto foundation donation step 1 login to your instinct platform step 2 navigate to admin section step 3 click on "+new product" "+new product" step 4 add "mybalto foundation donation" name please copy this text exactly as it appears mybalto foundation donation pims id we recommend 9999, however feel free to choose any id that works with your system preferences class product active turn on (in orange) billable turn on (in orange) selling price $0 01 dispensing fee $0 min price $0 max price $0 once you have filled in the above fields, hit "save" "save" step 5 search for your product to verify it has been added step 6 head over to mybalto platform to verify navigate to settings => veterinary mgt software click on the "verify" "verify" button under the donation id verified how to add round up charge to my invoice step 1 select your invoice step 2 search for mybalto foundation donation you can also search by the code you created in the above step step 3 update the quantity increase the quantity based on the round up amount selected by the client