Design
Appreciate Shepherd's attractive design and intuitive interface. It doesn't just look good—we specially designed Shepherd to match how you process patients and work throughout your shift.
- Intuitive SOAP-based medical records
- Practical high-level dashboard with critical info and patient statuses
Automation
Enter a patient's information once and let our robust automation tools take over, saving you time, eliminating duplicate steps, capturing all charges for accurate invoicing, minimizing the chance for human error, and ensuring consistent care.
- Streamlined invoices, calculated doses, discharge instructions, future treatment reminders
- Automated tasks linked to products and services, including follow-up calls and room sterilization
Inventory
Effortlessly track inventory—which is automatically updated with each product administration—so you know when you're running low on supplies to schedule re-orders.
- Trackable treatments, prescriptions, PPE, medical supplies, expirations, sellable items
Integrated reports
Access the complete picture of your practice anytime, anywhere by easily generating accurate, detailed reports for everything you need to track.
- Automatic end-of-day reporting, commissions, treatments, patients, inactive clients
- Accurate reporting for administration and compliance
Client perks
Client reminders
- Can be tied to any product/treatment
- Automatically queued when specific treatments are administered and sent at your specified intervals
Easy estimates
- Can be created inside and outside a patient's record
- Quick to add to a patient's treatment plan
- Easy client approval—whether curbside or in-person
Organized documentation
- All client/patient info clearly organized and easy to access from one convenient place
- Medical records, patient information, vaccination histories, past payments, and prescription details easily available for clients upon request
Integrated solutions
Payment processes
- Automatic charge capturing–if it's in the medical record, it's on the invoice
- Flexible invoices–add products and services inside and outside of the medical record
Lab integrations
- IDEXX
- Antech
- Zoetis
- VetCove
- Asteris
Streamlined medical care
Dashboard
- Real-time transparency into what's happening at your practice
- Easy navigation to everything, from backend functionality to specific sections of a record
- Clear layout shows patient's SOAP status and location
Comprehensive
SOAPs/records
- Vital comparison chart
- Basic patient information always visible in record
- Clear view of medical and prescription history
Whiteboard
- Provides at-a-glance view of current treatments
- Easy to sort, search, and filter
- One click to get to a patient's record for fast treatment administration
Scheduling
- Customizable appointment types tied to provider availability
- Intuitive new patient scheduling—quick create patient profiles from schedule information
- Blocked provider time slots for non-patient activities

Works where you do
Because Shepherd runs in the cloud, you're not tethered to Earth (or your desk). Access Shepherd from anywhere on a desktop or tablet.
Even more features
Complete activity logs
Know which user made changes and when for every action within Shepherd.
Robust internal documentation
- Client profiles
- Patient profiles
- Invoices
- Medical records
Autosaved patient reports
Access documented work or information whenever you want, wherever you are.
Patient health tracking
Track patient's weight and chronic diseases automatically for consistent continued care.
Easy-to-make vaccine certificates
Quickly create and share vaccination certificates from an active record, invoice, or patient's dashboard.
Physical exam templates
Multiple, fully customizable templates included to suit your practice's specific needs.