To set up your NBVL integration you will first need to contact NBVL for the following account information:
- Clinic ID
- NBVL Username
- NBVL Password
Once you have collected this account information:
- Go to Menu > Settings > Practice Setup > General.
- Expand Integration Settings.
- Scroll down to click the box to enable National Bio Vet Laboratory Integration.
- Click the Save.
Next, go to Menu > Settings > Integration > NBVL Setup.
Fill in your NBVL account information and click Save.
Map the NBVL Species:
Decide whether or not you want the entire NBVL catalog imported into Pulse site. Pulse will import the following:
- All current NBVL codes (~ 1,000). This will include all small and large animal codes. Many clinics find it is easier to add the few NBVL labs that they use instead of filtering through the entire catalog.
**Please note that NO PRICING to your clinic can be imported. You will need to assign a cost/price to each item.
Importing All Codes
After the integration is configured, at a minimum, you’ll need to complete the following items:
- Lab Items - Delete the ones you do not need and inactivate (turn red) those you do not currently need, but may have a need for in the future.
- Pricing - Define the price and markup percentage for all items.
- Cost- Verify/change Cost (to you), if necessary, especially if you have any cost related contractual pricing that is different.
- Linked Inventory Item / Linked Procedure - Link Labs to inventory items and procedures that should be linked together. If you need to a link a lab to more than (1) inventory item or more than (1) Procedure, use Packages instead. Linking Billable Items
- Reminder Setup and Reminder Associations - Add reminder associations to any old lab codes from your old system’s lab billable items, if being replaced. Attaching a Reminder to a Billable Item
- Inactivate Old NBVL Billable Items - Inactive (turn Red) old NBVL Billable Items that are replaced with the new downloaded ones, as applicable.
- Packages - If Packages were migrated, update Packages that used your old codes to the newly imported NBVL codes. Creating Packages
If you decide NOT to import all codes
After the integration is configured, at a minimum, you’ll need to complete the following items
- Lab Items - Your site may have been pre-populated with a subset of sample NBVL Lab items that you can use or we will have brought these over from your old system if any data was migrated. Add new NBVL Labs you need, delete the ones you do not need, and inactivate (turn red) those you do not currently need, but may have a need for in the future.
- Pricing - Define the price and markup percentage for all items.
- Cost - Verify/change Cost (to you)
- Is NBVL Lab Item / NBVL Order Code - Enter the related NBVL Lab Order Codes in the Order Code field that will appear under “Is NBVL Lab Item"
- Linked Inventory Item / Linked Procedure - Link Labs to inventory items and procedures that should be linked together. If you need to a link a lab to more than (1) inventory item or more than (1) Procedure, use Packages instead. Linking Billable Items
- Reminder Setup and Reminder Associations - Add reminder associations to any old lab codes from your old system’s lab billable items, if being replaced. Attaching a Reminder to a Billable Item
Order Creation
To submit an NBVL Order, you must first add the lab as a treatment on the medical record. To do so, navigate to the medical record and click "Treatment" to add a treatment.
You can add the NBVL lab code by searching by its name or code in the Add Item section or by clicking on Labs and searching directly in the Labs section.
Once you choose which test you would like to order, click on Lab Order. You can add multiple tests and have them submitted in the same order. Once an order is submitted, a new order will be created for any newly added items.
From here, you can enter more details and submit the order.
- The doctor.
- The date of birth for the patient.
- Shows the list of tests to be ordered.
- Save Order will just save the changes. Submit Order will transmit the order to NBVL. Cancel Order will flag order as canceled. The test codes will still stay on the record and will need to be removed.
Once Submitted, you will have the ability to download/view the order manifest so that it can be printed and sent with the sample. You also have the ability to add tests to the order up until the order reaches a Final Status.
Viewing Results
Once a lab order's partial or final results are downloaded, the results will show on the Lab Dashboard as well as on the patient's record.
Results are automatically downloaded every 15 minutes. Results can also be downloaded on demand by opening the lab order or the lab dashboard.
The lab order results will include the results on the screen, but will also include the NBVL report PDF.
The NBVL report is what will be printed/emailed with the record.