Setting up and using different user roles to limit access to functions or features.
Get acquainted with the ins and outs of admin settings, user account creation and more.
Manage your client and patient information, including previous medical records.
Find out how to schedule appointments and manage your schedule.
Take a look at what makes our SOAP work with you—and not against you.
What you need to know about writing prescriptions.
Learn more about estimates, invoices, payments/refunds and insurance claims.
Learn more about vaccine, rabies and sterilization certificates.
Forms are used for client consent forms and internal forms such as dental charts.
Learn about using the Whiteboard to schedule treatments for patients
Here's how to use tasks to run a bit more efficiently.
Learn all about communicating with your clients. SMS, Email and Reminders, oh my!
An easy way for your clients to manage appointment requests, Rx refill requests, online payments, and more!
Learn about managing your clinic's available products, services and bundles.
Setting up, using, and monitoring Inventory.
Measure clinic health with Shepherd's reports. Here's how.
Learn about a simplified employe time tracking solution.
Learn about shared group accounts features.
Learn more about setting up and using integrations and data connections
Have questions? Great! We have answers.
Review some of our recent releases
Learn more about general concepts and user engagement with Shepherd
Special Announcements or Event Specific Information
Learn about Shepherd's AI feature that assists with transcribing ambient conversation into your SOAP record