Onboarding

Provet Cloud

5min

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"

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 "Settings" on the toolbar located on the left side of your screen.

Step 2: Once on your "Setting's" page, select "Organization" on the left side of your screen and then "Items & Lists" from the top toolbar. Select "Items" from the drop down menu.

Document image


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.

Document image


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)
Document image


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.

Document image


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.

Document image




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.

Document image


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).

Document image


Step 3: Check owner out as normal!

Updated 15 Aug 2024
Doc contributor
Doc contributor
Did this page help you?