Automation tools that make your life easier
Let Shepherd do the work for you! Our intelligently designed software automations save time and ensure seamless charge capture from estimate to invoice.
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Shepherd builds the medical record and invoice simultaneously - so you never miss a single charge
Accurate medical records
Easily add services individually or as bundles to an estimate
- Adjust as needed (e.g. if a client declines a service)
- Obtain a client signature from any device
- With one click the estimate becomes the treatment plan
- One more click, and it's all on the invoice
Charge capture
Shepherd ensures you capture all your hard-earned revenue
- Eliminate missed charges and improve your bottom line
- Once a treatment is administered, it automatically gets added to the invoice
- Reduce the chance of human error
Discharge instructions
Save time by automatically generating discharge instructions and client education handouts directly from the medical record
- Provide information on medications, vaccinations, diagnoses, post-surgery recommendations
- Customize discharge instructions on a case-by-case basis
- Email and/or print directly from the patient’s SOAP or with the invoice
Experience Shepherd and see for yourself!
Request a personalized demo.