Wellness plans should drive your practice forward.
Not slow it down.

Without Shepherd Logo Wellness Plans
Plans live in a separate tool: your team has to switch contexts for every enrollment and check-in.
Declining routine wellness visits make preventive care revenue unpredictable, even when client demand is there.
Staff resist the extra steps, so plan utilization suffers and compliance tracking is a guessing game.
A senior dog's bloodwork gets skipped when life gets busy. A dental screening slips through the cracks. You catch it late.
With Shepherd Logo Wellness Plans
Enroll patients in one click, right from the patient profile — no context switching, no extra logins.
Automatic renewals and recurring payments through Shepherd Pay turn preventive care into predictable monthly revenue.
Plan indicators in every record keep your whole team aligned on what's due,
so nothing falls through the cracks.
Consistent care means you catch things early, which leads to a better outcome for the patient and a stronger relationship with the client.
See the difference for yourself

Everything you need, built in

Wellness Plans in Shepherd live inside the patient record, making it easy for teams to implement and use daily.

All in one place

Wellness Plans live in the patient record, not another system. Create, enroll, and track–all inside Shepherd.

Predictable care, predictable revenue

Automatic renewals and recurring payments through Shepherd Pay mean consistent cash flow without the chasing.

Better patient outcomes

When preventive care happens on schedule, not when life allows, patients are healthier and clients stay connected.

Request a demo
App Screenshot
Wellness Plans

We know how hard it is to run Wellness Plans on top of everything else in your practice

Preventive care shouldn’t rely on a reminder card and crossed fingers. Without consistent preventive care, missed annual visits can delay important screenings, allowing conditions to progress negatively.

When patients are enrolled in Shepherd Wellness Plans:

  • Exams happen on schedule
  • Vaccines stay current
  • Diagnostics are completed
  • Bloodwork doesn't get pushed to "next time"

Shepherd Wellness Plans support better patient outcomes.

See how it works

Up and running in three simple steps:

Build your plans

Build your plans

Create Wellness Plans from your existing Shepherd products and services tailored to your standard of care, your patients, and your prices.

Enroll during the visit

Enroll during the visit

Easily enroll patients right from their profile and the client is enrolled. Recurring payments are set up automatically through Shepherd Pay. No paperwork, no second system.

Deliver consistent care effortlessly

Deliver consistent care effortlessly

Used and unused services are visible right in the record. Plans renew automatically, keeping care consistent and your revenue predictable year over year.

Consistent care is better for pets and for business.

When wellness plans live outside your PIMS, they create friction, and friction hurts adoption. Enrollments get missed, plans go underutilized, and the revenue never quite materializes.

Shepherd fixes that. Build plans from your existing items, easily enroll patients, and let Shepherd Pay handle the rest. Auto-renewals keep care on schedule and revenue predictable, without anyone having to remember to follow up.

Schedule a demo to see it live, or explore our features to see how it fits your day.

Schedule a demo
App Screenshot
Floating decorative element
Kathy Batzinger, Office Manager

We've previously used outside companies to handle Wellness Plans, but having them in Shepherd has been a blessing! It's so easy to keep track of the services that have been used and the services still available on a patient's plan.

Kathy Batzinger, Office Manager
Clifton Park Vet Clinic

Ready to make wellness plans second nature?

See how Shepherd Wellness Plans fit into your workflow and revenue goals.

Request a demo
App Screenshot
Floating decorative element
Shepherd works the way you do

Explore more features

SummarizeAI

Concise AI-powered clinical patient summaries

Intuitive dashboard

See everything you need in one simple view

Automation tools

Ensure seamless charge capture from estimate to invoice

Experience Shepherd and see for yourself!

Request a personalized demo.

Schedule now