Onboarding
Pulse (eVetPractice)
8min
How to set up myBalto Foundation
Please provide your hospital contact name, hospital contact phone number and hospital email.
- In your Pulse Portal, click on Menu, then on Products & Services
- Click on "Add Service"
- 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.
- 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)
- Include in Provider Production (inactive / off)
- Allow Discount (inactive / off)
- DICOM Integration (inactive / off)
- Hit SAVE
Please wait 48 hours for our system to VERIFY your hospital and the product has been added.
- Go to Settings --> Veterinary Management Software --> Click the "Verify" Button
- 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 [email protected] 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
