Provet Cloud

connect provet cloud to mybalto foundation step 1 login to your provet cloud account step 2 navigate to settings in the lower left hand corner step 3 click on integrations step 4 scroll down to "open api access" section, and hit " add application add application " step 5 search for "mybalto foundation" and click on "save" at the bottom create the mybalto foundation line item for your hospital step 1 from your provet hospital homepage, click "catalog" on the toolbar located on the left side of your screen step 2 once on your "catalog" page, select "items" on the left side of your screen and then "items from the drop down menu step 3 if your company has multiple locations, make sure you confirm the current location you are trying to add the mybalto foundation line item to select "add item" > add procedure step 4 under the "general" tab in the "item description" section, enter the following information name mybalto foundation donation print name mybalto foundation donation code 9999 (we use this code so it is easily recognizeable for our team to pull the donations once a week from your hospital and put them into your mybalto fund) internal instructions when checking out a client, ask them, "would you like to round up $1, $3, or $5 to help pets in need at our hospital?" external reporting code 9999 leave all other fields either blank or to their default setting (including those in the "item options" section) step 5 under the "stock and pricing" tab, go to the "pricing" section adjust the "without sales tax" to 1 00 additionally, under the "pricing options" section, the "sales tax group" should remain at "0%" as there is not tax on a donation then click "save" in the bottom left hand corner step 6 confirm the mybalto foundation line item in your system by searching for it within your system you should also see a green "confirmation box" at the top of your screen after you click "save" from the previous step step 7 once you have added the mybalto foundation donation line item and connected your integration, you will go back to your dashboard and click on "settings" and then "users" step 8 you will then click on "virtual" under the general users step 9 you will see at the bottom there is a line item with "integration" as the first name and "mybalto foundation" as the last name you will also take note of the "permission group" you want this to be tied to "users" if it is under any other name, place take a screenshot and send it to us in an email step 10 you will then scroll down to the section titled "permission groups" and look for the "users" line you will then click on the button located on the far right side of that line item that looks like a shield step 11 a window will appear and you will scroll down until you see "settings" under settings are 3 lines that need to have a check mark for the "read" box the "items" line, the "item description" line and the "item selling price" line step 12 scroll down to the bottom and click "save" and you are good to go! how to add "mybalto foundation donation" to invoice step 1 within your patient's medical record, you can go down to the "treatment items" section and search for "mybalto" the donation item will come up for you to select step 2 depending on the owner's response to the "round up" question, you can either change the quantity to 1, 3, or 5 to match the donation being given you are welcome to do use decimal values as well (i e round up is $1 33 so the "quantity" would be 1 33) step 3 check owner out as normal!