Update IDEXX Reference Lab prices
Use the IDEXX Lab Item Price Update tool to manually update the prices. This uses a designated markup on your laboratory tests and the newest IDEXX Reference Laboratories Directory of Tests and Services (Directory of Services).
Notes:
- IDEXX Reference Laboratories invoice item pricing can be set to run automatically. See the Lab settings section under Additional Information for details.
- The tool uses the lab pricing default for calculations (list or invoice). You can also manually enter the client price for each test.
Before you start
Security
- IDEXX – Lab Item Price Update
- Lab Information
- Lab List
Setup
- Invoice items setup and linked to appropriate IDEXX reference lab profiles: Activities > Lab Work > Profiles
- Laboratory pricing preferences set up for IDEXX Reference Lab: Activities > Lab Work > laboratories > IDEXX > Update
Important!
- Clicking Yes will update the prices for all items displayed in the Lab Item Price Update window. Once applied, changes cannot be undone.
- If an invoice item is locked by another user (within the invoice item’s information screen), it will be left unchanged.
- An entry will be logged in the Lab Item Price Update – Error Report.
- The report is printed to the designated printer from the printer assignments, or to the default printer, if none is specified.
Update lab item prices
Navigate to Activities > Lab Work > Update IDEXX Lab Item Prices.
- Pricing information displays as:
- Old Price—Price that the practice currently charges to clients.
- Lab Price—New cost to your practice from the IDEXX Reference Laboratories Directory of Services, based on selected pricing defaults: Activities > Lab Work > Laboratories.
- New Price—New price that the practice will charge to clients: This is based on pricing defaults of IDEXX Reference Laboratories list or invoice pricing with your selected default markup applied.
- Use any of the following to modify display and recalculate new pricing:
- Click any column header to sort the window in ascending/descending order by the column’s value. The window displays in profile description order by default.
- Select Allow prices to go down (if it is not already selected) to allow invoice item prices to go down if IDEXX the latest Directory of Services update also has a lower price.
- Modify the Markup pct value, if needed, and press Tab to recalculate the New Price. This box displays the default value specified in the IDEXX Reference Laboratory settings.
- Select Hide rows with no invoice item price changes to show only those items that have price changes.
- Clear the checkbox to display all IDEXX lab profiles that are linked to invoice items.
- Remove rows as needed from the price update by selecting the row and pressing Ctrl + D.
You can also manually change prices in the New Price column by clicking in the field and entering a different price.
When finished, click Apply, and then click Yes when prompted to verify you want to apply the price changes.
Note: Clicking No will display the Update Lab prices window again. Click Cancel to leave the window without saving any changes.
The Cornerstone software will save the changed prices and display a message listing the number of items saved and the number of items with errors. Price changes are also reflected on the Invoice Item Price Information report.
Additional information
Lab settings
- You can also set up your Cornerstone software to automatically update all IDEXX Reference Laboratories invoice items whenever you run End of Day processing. This is based on pricing defaults.
- Select Automatically update prices in the IDEXX Reference Laboratories settings: Activities > Lab Work > Laboratories > IDEXX > Update.
- You can also opt to select Use lab invoice pricing. If you want IDEXX Reference laboratories prices to be calculated based on laboratory list price, leave this box unchecked.
For more details on setting up IDEXX Lab preferences review the article, IDEXX Reference Laboratories: Setup preferences and defaults.
Pricing updates
- To update laboratory item prices in more than one session, do the following:
- Select all the items you do not want to set up during this session.
- Press Ctrl + D to delete the items.
- The removed items are saved and will appear the next time you open the Update Lab Item Prices dialog box.
- Use the Mass Mark Up tool to update inhouse lab prices. Use the Class/subclass filters, based on how you have categorized your in-house lab tests.
Related reports
These Cornerstone reports provide information from the actions outlined in this article. Each report has its own security access under the Reports tab of the Security Setup window.
- Invoice item Price Information report
- Lab Request Profiles Report
