Connect Zoetis Reference Lab integration with Neo

For US customers only

Learn how to integrate Zoetis Reference Lab with Neo, so your practice can order reference diagnostic tests and receive results within the patient record.

Prerequisite: Zoetis Diagnostics account is required. Please contact Zoetis for further details.

Follow the steps below to set up your Zoetis Reference Lab integration with Neo.

⚑ Step 1. Set a diagnostic markup and review your tax rate (one time)

Note: If you practice has existing diagnostic integrations with Neo, you can skip this step.

The default diagnostic markup and tax rate in Branch Settings are automatically applied to all diagnostic products, so review these values before connecting Zoetis Reference Lab to Neo to reduce or eliminate the need to manually update products later.

Go to Administration > Branch Settings to review these defaults. See Set up diagnostic markup for additional information.


⚑ Step 2. Connect to Zoetis Reference Lab (one time)

All Zoetis Reference Lab diagnostic orders and results are communicated into Neo through your Zoetis Diagnostics account.

Please contact Zoetis Reference Lab customer support before connecting your account to Neo to verify your account is ready for integration.

The Zoetis Reference Lab is only available in the United States.

For more information, see https://www.zoetisus.com/diagnostics/.

  1. In Neo click your username. Then select Administration.
  2. In the System Admin section, click Integrations.
  3. For multi-branch practices only. From the branch dropdown, review or select the branch you want to connect to Zoetis Reference Lab.
  4. Click the Diagnostics tab.
  5. From the Diagnostic Partners dropdown, select Zoetis Reference Lab. Then click +Add.
  6. Under the Zoetis Reference Lab section, enter your Zoetis Diagnostics account username, password, and clinic ID.
  7. Click Connect. A confirmation message appears in the message bar.
    Note:
    • If you need to change your credentials, click the menu button menu_button.png and select Change Credentials.
    • After a diagnostic integration is connected to Neo, it will no longer display in the Diagnostic Partner dropdown.
  8. For multi-branch practices only. Repeat steps 3-7 for each branch, as needed.

Once you have connected Zoetis Reference Lab integration, the list of services is automatically downloaded into Neo; and it is time to manage reference data.


⚑ Step 3. Manage reference data

Zoetis uses standard terms to recognize your branch's species and genders, so mapping is a critical step. Note that mapping species and genders is required.

  1. In Neo click your username. Then select Administration.
  2. In the System Admin section, click Integrations.
  3. For multi-branch practices only. From the branch dropdown, review or select the branch whose reference data you want to manage.
  4. Click the Diagnostics tab.
  5. Under the Zoetis Reference Lab section, click the menu button menu_button.png and select Manage Reference Data.
  6. Click the tab to map (Species, Sex).
  7. Click Show [number] unmapped to view only the unmapped items.
  8. The list on the left shows your practice’s values. In the corresponding field on the right, search for and select the corresponding Zoetis Reference Lab value. Your changes are saved automatically.
  9. For multi-branch practices only. Repeat these steps for each branch, as needed.

Note: If you add additional species later, you will need to return to this page and map the new species to standard Zoetis Reference Lab terms.


⚑ Step 4. Manage providers

Providers listed in your Zoetis Reference Lab account are sent to Neo when you enter your Zoetis Diagnostics account credentials.

Map the providers to your Neo providers, so they can be included in the diagnostic order. Note: Mapping providers is required.

  1. In Neo click your username. Then select Administration.
  2. In the System Admin section, click Integrations.
  3. For multi-branch practices only. From the branch dropdown, review or select the branch whose reference data you want to manage.
  4. Click the Diagnostics tab.
  5. Under the Zoetis Reference Lab section, click the menu button menu_button.png and select Manage Providers.
  6. Click Show [number] unmapped to view only the unmapped items.
  7. The list on the left shows your Neo providers. In the corresponding field on the right, search for and select the corresponding Zoetis provider. Your changes are saved automatically.
  8. For multi-branch practices only. Repeat these steps for each branch, as needed.

Note: If you add additional providers later, you will need to return to this page and map the new provider to the Zoetis provider.


⚑ Step 5. Activate Zoetis Reference Lab products

Before you can order Zoetis Reference Lab tests from Neo, you must activate the diagnostic products your practice wants to use.

  1. On the menu, click your name. Then, click Diagnostics.
  2. Click Directory of Services.
  3. Select the checkbox next to each directory test you use in your practice.
    Tips to locate the products to activate:
    • Select Zoetis Reference Lab to filter the source.
    • Use the search box to find a specific diagnostic product.
    • Select the Show only new last 30 days checkbox to display tests recently downloaded to the directory from Zoetis Reference Lab.
  4. Click Activate.
    Note: Activated diagnostic products are added to the product list and can immediately be ordered from a consultation.
  5. Click a test's name to review or update the pricing information.
    • For Zoetis Reference Lab tests, the Unit Cost Price (list price) is automatically downloaded and will update if Zoetis changes the cost in the directory of services.
    • The Diagnostic Unit Cost Price and Markup Rate determine the Unit Selling Price.
      ref lab product automatic pricing details.png
    • If you manually adjust the Unit Cost Price or Unit Selling Price, the Diagnostic Unit Cost Price will no longer automatically update the selling price if Zoetis changes the cost in the directory of services.
      • You can adjust the markup rate for this product without affecting automatic pricing updates.
      • You can also reset this product to automatic pricing by clicking the blue automatic pricing link.
  6. Click Save Changes.

⚑ Step 6. Inactivate existing diagnostic products
  • If you have diagnostic tests in your Products list that you are replacing with Zoetis Reference Lab diagnostic products that you activated from the Directory of Services, you must make your existing products inactive to prevent staff confusion and avoid duplicate product names (for example, having two Complete Blood Count products to choose from when you search for Complete Blood Count on a consultation).
  • Remember, you must enter the Zoetis Reference Lab directory product on the consultation to order it from Neo.

You're done!

Now that you have activated and priced your Zoetis Reference Lab tests:

  • The results for diagnostics ordered from a consultation will automatically appear on the task list on the home page, and in the patient Results tab. See Order diagnostic products for more information.
  • Unmatched results (for example, from an add-on order) will appear on the Diagnostic Orders and Results page, where you'll need to reconcile them. See Reconcile unmatched orders and results for more information.

For a list of frequently asked questions, see FAQs: Zoetis Point-of Care and Zoetis Reference Lab integrations with Neo.




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