Before you begin
You must have the admin_integrations permission assigned to your role to manage Zoetis credentials. An administrator can add this permission in Admin → Staff → Manage User Roles.
Obtain your credentials (username, password, and clinic ID) from Zoetis Reference Lab before configuring the integration. Contact Zoetis at [email protected].
Verify with the Zoetis Support team that all providers who will be submitting lab orders through Instinct are configured in Zoetis Salesforce before proceeding. Orders from unmapped providers will fail.
Enable the Zoetis integration page
If Instinct is already aware of your Zoetis integration, the Integrations page will be enabled automatically. If you do not see Integrations under Admin → Practice, contact Instinct Support via the in-app messenger or at [email protected] to have it enabled.
Add your Zoetis credentials
Navigate to Admin → Practice → Integrations.
Locate the Zoetis integration and click Add Credentials.
Enter your Zoetis Username, Password, and Clinic ID.
Click Save.
Note: For practices with multiple locations, each location will have a separate set of credentials. Repeat this process for each location.
Map providers to Zoetis
After saving your credentials, a Map Providers button will appear on the Zoetis integration line. Provider mapping connects each Instinct provider to their corresponding record in Zoetis Salesforce. Orders submitted by unmapped providers will fail.
Click Map Providers on the Zoetis integration line.
In the modal, locate each provider under Select Instinct Provider on the left.
Select their matching record from the Select Zoetis Provider drop-down on the right.
Click the ✓ checkmark to confirm the mapping. The mapping saves automatically.
Repeat for all providers who will be submitting Zoetis lab orders.
Click Close when finished.
To remove a mapping, click the trash icon to the right of the mapping. To cancel a mapping before saving it, click ✗.
Warning: If an expected provider does not appear in the Zoetis Provider drop-down, contact Zoetis Support to add them to your Zoetis Salesforce account before mapping. Only orders with mapped providers will be successfully submitted.
Frequently asked questions
Where do I get my Zoetis credentials?
Contact Zoetis Reference Lab at [email protected]. They will provide your username, password, and clinic ID.
What happens if I submit a lab order for an unmapped provider?
The lab request will fail. Make sure all ordering providers are mapped in the Zoetis integration before submitting orders.
Can I use One-Off to submit a Zoetis request?
Yes, but the order must have a Visit Provider selected on the patient's treatment sheet. If a One-Off treatment is completed with no visit provider selected, the request will fail.
Still need help?
Contact Instinct Support via the in-app chat or email [email protected].