Let's set up your account and get familiar with the basics of Shepherd
From adding new clients to exporting medical records, learn more about the client and patient profiles in Shepherd.
Setting up your appointment schedule, adding new appointments and client notifications.
Let's review the SOAP, treatment schedule and clinic whiteboard.
Learn how to use estimates and invoicing to maximize your return
Learn how to add patient reminders and the various ways reminders can be processed for client notifications.
Reporting functionality and additional features
Below you will find some of Shepherd’s most frequently asked questions.