Enable Integration

First, open the left hand navigation menu and navigate to Settings > Practice Setup > General.

Click "Integration Settings" to unfold the integration settings menu. Make sure "Enable Greywind Partner Integration *" is checked, then make sure to click "Save" at the bottom of the page.

Opening the left menu again, navigate to Settings > Integration. Select "Greywind Partner Setup"

On the integration setup page, click the "Add integration" button in the top right.

Select "Greywind" from the vendor dropdown menu and fill in your ClinicID, username, and password. Select the appropriate partner lab from the "Greywind Partner" dropdown menu.

Click "save"

Set Up Order Code and Provider Mappings

To edit code or provider mappings, click the action menu icon () to access the action menu, then select Edit Mappings.

This will take you to the mapping setup page. There are two tabs, one for Providers and one for Order Codes.

On either tab, click the pencil icon under the "Edit" column to make edits, then click the 'x' or checkmark () to cancel or confirm changes. 

Set Up Your Pulse Breed/Species Mapping

In Pulse, you'll only need to set up your breed and species mapping once per practice, rather than doing so for each lab partner separately. Pulse will take care of the mapping to each vendor. We call this "Master Breed" and "Master Species."

To set up your mapping, navigate to Settings > Practice Setup > Patient Classification

To add a new species, click the + icon. To map your existing species, click the pencil icon

This will open the Edit Species flyout. 

Here you can map your species to a Pulse Master Species, as well as select an appropriate icon. Click 'Save'

To map a Breed to a Species, select the species you'd like to map from the upper left dropdown

With the species selected, you'll see your list of available breeds ('Name'), as well as the Pulse breeds they're mapped to ('Master Breed Name').

To map an unmapped breed, click the pencil icon under 'Actions' to open the Breed Mapping flyout.

Here you can map your selected breed to a Pulse Master Breed. Click 'Save' and you're done! This breed will now be mapped for every integrated lab partner.

You can also map breed and species on the fly when placing an order, if not already mapped.  You'll be prompted to set up the missing mappings before proceeding with placing the order.

Place a New Greywind Order

Use the new lab dashboard guide to help with placing a new Greywind order