Onboarding
Pulse (eVetPractice)
8min
how to set up mybalto foundation step 1 fill in the hospital information please provide your hospital contact name, hospital contact phone number and hospital email step 2 add mybalto foundation product in your pulse portal, click on menu, then on products & services step 3 click on " add service " step 4 create your item with the following information please copy and paste the below, do not add any additional spaces or change the formatting of the text please copy and paste the below, do not add any additional spaces or change the formatting of the text item type => service category => other if you do not have an other category, feel free to add to any category that your hospital prefers code => 9999 internal name => mybalto foundation donation invoice name => mybalto foundation cost => $0 00 price => $1 00 tax level => none barcode, markup, discount => leave empty toggles show on invoice (active / on) (active / on) include in provider production (inactive / off) (inactive / off) allow discount (inactive / off) (inactive / off) dicom integration (inactive / off) (inactive / off) hit save please wait 48 hours for our system to verify your hospital and the product has been added step 5 head back to the mybalto foundation platform go to settings > veterinary management software > click the "verify" button step 6 that's it! you can now continue your onboarding following the prompts if you've successfully connected your account, you will be able to proceed to the next step of onboarding 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 our team using the chat feature (bottom right corner) or email us at onboarding\@mybalto com and the team will assist you it is highly recommended that, once verified, you walk through a practice donation and make sure everything is running smoothly