To navigate to the ‘Objective’ section:

  • From the dashboard, click on a patient with an open SOAP

  • Once open, click the ‘O’ at the top of the record.


The 'Objective' section of a patient's SOAP is where we start gathering specific details about a patient's medical history. You’ll be able to:

  • Add, edit, or delete vitals

  • Add a physical exam

  • Compare multiple sets of vitals

Adding Vitals

Adding vitals is a vital (sorry, couldn’t help it) part of any veterinary visit. Shepherd allows anyone caring for the patient to add as many sets of vitals during a visit as they need in order to assure the best documentation and care for a patient.

To add vitals, click the blue ‘Add Vitals’ button in the upper righthand corner of the ‘Vitals’ section.

Once inside the ‘New Vitals,’ section, you’ll be able to add in the following information:

  • Temperature

  • Pulse

  • Respiratory rate

  • Weight

  • Weight unit (pounds or kilograms)

  • Capillary refill time

  • Mucus membrane color

  • Mentation

  • Notes

To finish adding the vitals, hit ‘Save’ at the bottom of the section.

Once the vitals have been added, they’ll populate at the top of the screen. If a patient has more than one set of vitals, you’ll be able compare them in two ways:

  • Toggling between them

  • In the ‘Comparison Chart’ at the bottom of the page

You can also edit any vitals by clicking the ‘Edit’ button in the upper right corner of the ‘Vitals’ section.

Tip: this will come in handy if someone has already recorded the patient’s weight in the SOAP summary.

Similarly, you can delete vitals by clicking ‘Delete,’ which is also found in the upper right corner of the ‘Vitals’ section.

Adding Physical Exams

Shepherd allows for different kinds of physical exams to be given to a patient depending on their needs. While Shepherd comes pre-loaded with some standard exam templates, you are also able to make your own based on the typical needs of your patients.

To add a physical exam to a patient’s SOAP, click the ‘Add Physical Exam’ button on the right hand side of the ‘Physical Exam’ section (just underneath the ‘Vitals’ section). On the next screen, select the exam you want to give.

Tip: If you want to learn more about creating physical exams, we have a walkthrough for how to get there (in Admin), as well as a guide to some of the controls available to you.

Once the exam is selected, assign a supervising doctor, and proceed through the exam. After it’s complete, hit ‘Save’ at the bottom.

Once you’ve saved the exam to the patient’s medical record, it will populate within the ‘Physical Exam’ section. If you’re performing multiple exams during a patient’s visit, you’ll be able to toggle between them via a dropdown that will appear in the upper left corner of the Physical Exam section, just under ‘Physical Exam.’

Comparing Multiple Sets of Vials

There are two ways to compare multiple vitals sets (if multiple vitals have been taken for a patient during their visit). The first is through a dropdown that will appear in the upper left corner of the ‘Vitals’ section after a second set of vitals is taken.

The second way to track multiple sets of vitals is at the bottom of the page in the comparison table. In this section of the objective page, you can track up to 10+ sets of vitals (depending on screen size), allowing you to note any changes at a glance.

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